Concurrent Investment Advisors, LLC MMU — WESTERN ASSET MANAGED MUNS F

Ownership history in Concurrent Investment Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported WESTERN ASSET MANAGED MUNS F (MMU) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows MMU 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 MMU 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 WESTERN ASSET MANAGED MUNS F, 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

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

High-water mark
Peak Conviction
0.01% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

MMU stock page Concurrent Investment Advisors, LLC fund profile Concurrent Investment Advisors, LLC full holdings
How Concurrent Investment Advisors, LLC held MMU — position size vs. price
% of Fund (quarterly)    MMU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 28,846 -68 -0.2% 0.00% $297K 2026-04-21 $10.43
2025 Q4 ADDED — — — 28,914 +8,506 +41.7% 0.00% $302K 2026-01-29 $10.42
2025 Q3 REDUCED — — — 20,408 -1,000 -4.7% 0.00% $211K 2025-10-27 $10.08
2025 Q2 ADDED — — — 21,408 +3,000 +16.3% 0.00% $212K 2025-07-25 $9.41
2025 Q1 ADDED — — — 18,408 +383 +2.1% 0.00% $189K 2025-04-29 $9.30
2024 Q4 UNCHANGED — — — 18,025 — 0% 0.00% $184K 2025-02-03 $9.61
2024 Q3 REDUCED 25.0% -4.5% ✅ 18,025 -6,000 -25.0% 0.01% $195K 2024-10-30 $9.38
2024 Q2 ADDED — — — 24,025 +3,490 +17.0% 0.01% $249K 2024-07-30 $9.35
2024 Q1 INITIATED — — — 20,535 — — 0.01% $215K 2024-05-07 $8.98

🏢 Other funds also holding MMU

As of 2026 Q1 — sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 0.64% Traub Capital Management LLC 0.57% CAPSTONE CAPITAL LLC 0.19% ACCREDITED INVESTOR SERVICES, LLC 0.17% Catalina Capital Group, LLC 0.13% Atala Financial Inc 0.1% Cottage Street Advisors LLC 3Y 7Y 0.09% Uniting Wealth Partners, LLC 0.03% Sovereign Financial Group, Inc. 3Y 0.03% SILVERLAKE WEALTH MANAGEMENT LLC 3Y 0.03%

FAQ About Concurrent Investment Advisors, LLC and MMU

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 MMU?

Concurrent Investment Advisors, LLC reported MMU across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for MMU was 0.01% in 2024 Q1.

What is the latest reported MMU position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 28,846 shares, equal to 0.00% of portfolio, with an estimated market value of $297K.

What does the chart on this MMU ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly MMU 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 MMU position?

Based on 13F filing dates vs. subsequent MMU price moves, Concurrent Investment Advisors, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on MMU relative to SPY over the holding period was -8.3%.

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