Skip to content
Disclosery

Concurrent Investment Advisors, LLC: BIL position timeline

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

Concurrent Investment Advisors, LLC held 409,487 BIL 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 409,487 shares
    Change vs previous 13F -1,288,062 shares

    0.32% of the 13F portfolio, value $37,525,425.

    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 1,697,549 shares
    Change vs previous 13F +1,484,628 shares

    1.7% of the 13F portfolio, value $155,563,415.

    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 212,921 shares
    Change vs previous 13F -103,962 shares

    0.22% of the 13F portfolio, value $19,456,665.

    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 316,883 shares
    Change vs previous 13F +117,005 shares

    0.5% of the 13F portfolio, value $29,074,006.

    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 199,878 shares
    Change vs previous 13F -953,933 shares

    0.36% of the 13F portfolio, value $18,334,791.

    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 1,153,811 shares
    Change vs previous 13F +872,004 shares

    2.58% of the 13F portfolio, value $105,839,043.

    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 281,807 shares
    Change vs previous 13F +130,652 shares

    0.7% of the 13F portfolio, value $25,765,659.

    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 151,155 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $13,877,530.

    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).