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Concurrent Investment Advisors, LLC: BITO position timeline

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

Concurrent Investment Advisors, LLC held 24,400 BITO 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 24,400 shares
    Change vs previous 13F +90 shares

    <0.01% of the 13F portfolio, value $194,711.

    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 24,310 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $226,323.

    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 24,249 shares
    Change vs previous 13F +6,596 shares

    <0.01% of the 13F portfolio, value $294,862.

    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 17,653 shares
    Change vs previous 13F +1,874 shares

    0.01% of the 13F portfolio, value $347,419.

    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 15,779 shares
    Change vs previous 13F +1,576 shares

    0.01% of the 13F portfolio, value $339,411.

    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 14,203 shares
    Change vs previous 13F +4,132 shares

    0.01% of the 13F portfolio, value $260,201.

    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 10,071 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $229,419.

    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).