Concurrent Investment Advisors’s Odyssey Marine Exploration OMEX Stock Holding History

Concurrent Investment Advisors’s Portfolio OMEX Stock Details OMEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5K	Hold	17,000	–	–	﹤0.01%	2088
2026 Q1	$14.2K	Hold	17,000	–	–	﹤0.01%	1914
2025 Q4	$33.3K	Hold	17,000	–	–	﹤0.01%	1752
2025 Q3	$33.1K	Hold	17,000	–	–	﹤0.01%	1459
2025 Q2	$20.1K	Hold	17,000	–	–	﹤0.01%	1381
2025 Q1	$6.81K	Hold	17,000	–	–	﹤0.01%	1232
2024 Q4	$12.2K	Hold	17,000	–	–	﹤0.01%	1104
2024 Q3	$14.1K	Buy	+17,000	New	+$63.8K	﹤0.01%	1067

Other funds holding OMEX

LRPA

L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's OMEX Position: Q2 2026 in Review

Concurrent Investment Advisors held its Odyssey Marine Exploration (OMEX) position steady in Q2 2026 at 17,000 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Concurrent Investment Advisors first reported a position in OMEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.3K in Q4 2025. 15 funds tracked by Wall St. Rank hold OMEX as of Q2 2026.

Concurrent Investment Advisors held 17,000 shares of Odyssey Marine Exploration worth $14.5K as of Q2 2026.
Concurrent Investment Advisors left its Odyssey Marine Exploration share count unchanged in Q2 2026.
Odyssey Marine Exploration made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2088 holding.
Concurrent Investment Advisors first reported a position in Odyssey Marine Exploration in Q3 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's Odyssey Marine Exploration position peaked at $33.3K in Q4 2025.
15 funds tracked by Wall St. Rank held Odyssey Marine Exploration as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.