Back to WLFC
Concurrent Investment Advisors, LLC → WLFC
Concurrent Investment Advisors, LLC WLFC Position History
Willis Lease Finance Corporation • Wholesale Trade
Quarters held
2
Latest value
$238K
Q3 2026
Peak value
$360K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $360K |
| Q3 2026 | $238K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $238K | 4.8K | — | — |
| Q2 2026 | $360K | 1.6K | — | — |
Other funds holding WLFC
$151.5M
$115.3M
$104M
$91.9M
$83.1M