Skip to content
Disclosery

Concurrent Investment Advisors, LLC: BCS position timeline

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

Concurrent Investment Advisors, LLC held 50,175 BCS 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 50,175 shares
    Change vs previous 13F +9,349 shares

    0.01% of the 13F portfolio, value $1,347,706.

    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 40,826 shares
    Change vs previous 13F -14,308 shares

    0.01% of the 13F portfolio, value $863,863.

    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 55,134 shares
    Change vs previous 13F +20,989 shares

    0.02% of the 13F portfolio, value $1,403,173.

    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 34,145 shares
    Change vs previous 13F -2,513 shares

    0.01% of the 13F portfolio, value $705,776.

    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 36,658 shares
    Change vs previous 13F +3,121 shares

    0.01% of the 13F portfolio, value $681,478.

    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 33,537 shares
    Change vs previous 13F +13,025 shares

    0.01% of the 13F portfolio, value $515,121.

    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 20,512 shares
    Change vs previous 13F +10,137 shares

    0.01% of the 13F portfolio, value $272,598.

    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 10,375 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $126,050.

    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).