Concurrent Investment Advisors, LLC

SEC CIK: 0002001015
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

SCD holding history

LMP Capital & Income Fund Inc. in every 13F filed by Concurrent Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCD overview All 13F holders of SCD Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of SCD by Concurrent Investment Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−13,672−100.0%	Sold out	Holders
Q1 2024	13,672	$213.8K	<0.1%	−345−2.5%	Reduced	Holders
Q4 2023	14,017	$196.4K	<0.1%	–	No prior filing	Holders