Concurrent Investment Advisors, LLC AEM — AGNICO EAGLE MINES LTD

Ownership history in Concurrent Investment Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported AGNICO EAGLE MINES LTD (AEM) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows AEM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concurrent Investment Advisors, LLC's position in AGNICO EAGLE MINES LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AEM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AEM stock page Concurrent Investment Advisors, LLC fund profile Concurrent Investment Advisors, LLC full holdings
How Concurrent Investment Advisors, LLC held AEM — position size vs. price
% of Fund (quarterly)    AEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 10,163 +3,758 +58.7% 0.02% $2.1M 2026-04-21 $203.09
2025 Q4 ADDED — — — 6,405 +6,305 +6305.0% 0.01% $1.1M 2026-01-29 $215.12
2025 Q3 REDUCED 93.8% +1.9% ❌ 100 -1,506 -93.8% 0.00% $17K 2025-10-27 $154.54
2025 Q3 REDUCED 59.9% +1.9% ❌ 1,606 -2,394 -59.9% 0.00% $271K 2025-10-27 $154.54
2024 Q3 ADDED — — — 4,000 +3,536 +762.1% 0.01% $322K 2024-10-30 $86.56
2024 Q3 INITIATED — — — 464 — — 0.00% $37K 2024-10-30 $86.56

🏢 Other funds also holding AEM

As of 2026 Q1 — sorted by position size

MEDICI CAPITAL LLC 3Y 36.44% NKCFO LLC 3Y 7Y 12.73% GLOBAL STRATEGIC MANAGEMENT INC 3Y 7Y 11.51% Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 10.72% Drummond Knight Asset Management Pty Ltd 10.13% Steadtrust LLC 8.45% Cheviot Value Management, LLC 3Y 7Y 8.38% Euro Pacific Asset Management, LLC 3Y 8.33% MEDICI CAPITAL LLC 3Y 7.45% MUHLENKAMP & CO INC 3Y 7Y 7.41%

FAQ About Concurrent Investment Advisors, LLC and AEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concurrent Investment Advisors, LLC reported owning AEM?

Concurrent Investment Advisors, LLC reported AEM across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AEM position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for AEM was 0.02% in 2026 Q1.

What is the latest reported AEM position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 10,163 shares, equal to 0.02% of portfolio, with an estimated market value of $2.1M.

What does the chart on this AEM ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly AEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Concurrent Investment Advisors, LLC time their AEM position?

Based on 13F filing dates vs. subsequent AEM price moves, Concurrent Investment Advisors, LLC correctly timed 2 out of 5 reported position changes (40%).

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