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Concurrent Investment Advisors, LLC → SLV

Concurrent Investment Advisors, LLC SLV Position History

iShares Silver Trust • Basic Materials

Quarters held
8
Latest value
$6.4M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.6M
Q4 2025$4.3M
Q4 2025$448K
Q1 2026$448K
Q1 2026$4.8M
Q2 2026$4.9M
Q2 2026$643K
Q3 2026$6.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.4M117.7K——
Q2 2026$643K12.0K——
Q2 2026$4.9M90.7K——
Q1 2026$4.8M70.8K——
Q1 2026$448K6.6K——
Q4 2025$448K6.9K——
Q4 2025$4.3M66.7K——
Q3 2025$2.6M61.9K——

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