Concurrent Investment Advisors’s Swarmer Inc SWMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$499K	Buy	+28,000	New	+$995K	﹤0.01%	1563

Other funds holding SWMR

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Concurrent Investment Advisors's SWMR Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Swarmer Inc (SWMR) in Q3 2026: 28,000 shares worth $499K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings.

16 funds tracked by Wall St. Rank hold SWMR as of Q3 2026.

Concurrent Investment Advisors held 28,000 shares of Swarmer Inc worth $499K as of Q3 2026.
Swarmer Inc was a new Concurrent Investment Advisors position in Q3 2026.
Swarmer Inc made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1563 holding.
16 funds tracked by Wall St. Rank held Swarmer Inc as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.