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Concurrent Investment Advisors, LLC → PEO
Concurrent Investment Advisors, LLC PEO Position History
Adams Natural Resources Fund, Inc. • Energy
Quarters held
5
Latest value
$404K
Q3 2026
Peak value
$636K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $520K |
| Q4 2025 | $636K |
| Q1 2026 | $401K |
| Q2 2026 | $340K |
| Q3 2026 | $404K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $404K | 14.7K | — | — |
| Q2 2026 | $340K | 13.8K | — | — |
| Q1 2026 | $401K | 14.4K | — | — |
| Q4 2025 | $636K | 29.3K | — | — |
| Q3 2025 | $520K | 24.2K | — | — |