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Concurrent Investment Advisors, LLC → WBI
Concurrent Investment Advisors, LLC WBI Position History
WaterBridge Infrastructure LLC • Utilities
Quarters held
4
Latest value
$2.3M
Q3 2026
Peak value
$3.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $233K |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.7M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 80.8K | — | — |
| Q2 2026 | $3.7M | 109.2K | — | — |
| Q1 2026 | $2.7M | 99.2K | — | — |
| Q4 2025 | $233K | 11.7K | — | — |