Back to SBR
Concurrent Investment Advisors, LLC → SBR
Concurrent Investment Advisors, LLC SBR Position History
Sabine Royalty Trust
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.8M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 21.3K | — | — |
| Q2 2026 | $1.7M | 23.0K | — | — |
| Q1 2026 | $1.8M | 23.5K | — | — |
| Q4 2025 | $1.6M | 23.8K | — | — |
| Q3 2025 | $2M | 24.8K | — | — |
Other funds holding SBR
$21.6M
$20.9M
$20.5M
$18.5M
$7.6M
$5.8M