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Thornburg Income Builder shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Thornburg Income Builder (TBLD) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Thornburg Income Builder

Tip: Access up to 7 years of quarterly data

All positions including Thornburg Income Builder held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Thornburg Income Builder by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 74k 19.89
2025-06-30 $408k 21k 19.62

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Top funds holding Thornburg Income Builder

UBS Group
DKM Wealth Management
Raymond James Financial
Stifel Financial
Advisors Asset Management
Royal Bank of Canada
Morgan Stanley
Kera Capital Partners
Wells Fargo & Company
Thomas J. Herzfeld Advisors
LPL Financial
Rockefeller Capital Management
Private Advisor
Wealth Enhancement Advisory Services
Kestra Advisory Services

View all funds holding Thornburg Income Builder