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Concurrent Investment Advisors, LLC → SCM
Concurrent Investment Advisors, LLC SCM Position History
Stellus Capital Investment Corporation • Financial Services
Quarters held
5
Latest value
$96K
Q3 2026
Peak value
$196K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $170K |
| Q4 2025 | $196K |
| Q1 2026 | $121K |
| Q2 2026 | $117K |
| Q3 2026 | $96K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $96K | 12.9K | — | — |
| Q2 2026 | $117K | 13.9K | — | — |
| Q1 2026 | $121K | 13.1K | — | — |
| Q4 2025 | $196K | 15.5K | — | — |
| Q3 2025 | $170K | 13.0K | — | — |