Back to TY-P
Concurrent Investment Advisors, LLC → TY-P
Concurrent Investment Advisors, LLC TY-P Position History
Tri-Continental Corporation PFD $2.50
Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 52.8K | — | — |
| Q2 2026 | $1.8M | 51.9K | — | — |
| Q1 2026 | $1.6M | 49.3K | — | — |
| Q4 2025 | $1.5M | 44.8K | — | — |
| Q3 2025 | $1.3M | 38.4K | — | — |
Other funds holding TY-P
$18.7M
$17.8M
$17.5M
$17M
$17M
$17M
$17M
$16.7M