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Concurrent Investment Advisors, LLC: BDX position timeline

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

Concurrent Investment Advisors, LLC held 16,030 BDX 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 16,030 shares
    Change vs previous 13F +689 shares

    0.02% of the 13F portfolio, value $2,425,803.

    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 15,341 shares
    Change vs previous 13F -2,493 shares

    0.03% of the 13F portfolio, value $2,412,059.

    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 17,834 shares
    Change vs previous 13F +4,196 shares

    0.04% of the 13F portfolio, value $3,461,011.

    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 13,638 shares
    Change vs previous 13F -104 shares

    0.04% of the 13F portfolio, value $2,552,692.

    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 13,742 shares
    Change vs previous 13F +2,319 shares

    0.05% of the 13F portfolio, value $2,367,016.

    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 11,423 shares
    Change vs previous 13F +673 shares

    0.06% of the 13F portfolio, value $2,616,642.

    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 10,750 shares
    Change vs previous 13F +1,438 shares

    0.07% of the 13F portfolio, value $2,438,963.

    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 9,312 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,245,085.

    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).