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Concurrent Investment Advisors, LLC: BBY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on BBY, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 132,210 BBY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,210 shares
    Change vs previous 13F +40,993 shares

    0.07% of the 13F portfolio, value $8,235,012.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 91,217 shares
    Change vs previous 13F +20,937 shares

    0.05% of the 13F portfolio, value $4,339,317.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 70,280 shares
    Change vs previous 13F +35,239 shares

    0.04% of the 13F portfolio, value $3,121,566.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,041 shares
    Change vs previous 13F +7,799 shares

    0.01% of the 13F portfolio, value $858,891.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,242 shares
    Change vs previous 13F -583 shares

    <0.01% of the 13F portfolio, value $241,661.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,825 shares
    Change vs previous 13F +358 shares

    0.01% of the 13F portfolio, value $305,552.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,467 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $321,465.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,267 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $361,484.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).