Concurrent Investment Advisors, LLC AG β€” FIRST MAJESTIC SILVER CORP

Ownership history in Concurrent Investment Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported FIRST MAJESTIC SILVER CORP (AG) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows AG at 0.00% 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 AG 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 FIRST MAJESTIC SILVER CORP, 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
2025 Q3

AG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

How Concurrent Investment Advisors, LLC held AG β€” position size vs. price
% of Fund (quarterly)    AG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 19,119 β€” β€” 0.00% $235K 2025-10-27 $12.43

FAQ About Concurrent Investment Advisors, LLC and AG

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 AG?

Concurrent Investment Advisors, LLC reported AG across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

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

The largest reported portfolio weight for AG was 0.00% in 2025 Q3.

What is the latest reported AG position on this page?

The most recent filing on this page is 2025 Q3, when Concurrent Investment Advisors, LLC reported 19,119 shares, equal to 0.00% of portfolio, with an estimated market value of $235K.

What does the chart on this AG ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly AG 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.

← Back to Concurrent Investment Advisors, LLC Holdings