Skip to content
Disclosery

Concurrent Investment Advisors, LLC: BILS position timeline

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

Concurrent Investment Advisors, LLC held 65,179 BILS 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 65,179 shares
    Change vs previous 13F +2,609 shares

    0.06% of the 13F portfolio, value $6,477,519.

    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 62,570 shares
    Change vs previous 13F +8,037 shares

    0.07% of the 13F portfolio, value $6,221,950.

    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 54,533 shares
    Change vs previous 13F +1,138 shares

    0.06% of the 13F portfolio, value $5,410,779.

    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 53,395 shares
    Change vs previous 13F +2,048 shares

    0.09% of the 13F portfolio, value $5,313,910.

    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 51,347 shares
    Change vs previous 13F +8,001 shares

    0.1% of the 13F portfolio, value $5,105,432.

    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 43,346 shares
    Change vs previous 13F +23,335 shares

    0.11% of the 13F portfolio, value $4,312,494.

    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 20,011 shares
    Change vs previous 13F +799 shares

    0.05% of the 13F portfolio, value $1,984,091.

    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 19,212 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,913,131.

    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).