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Concurrent Investment Advisors, LLC: BKLN position timeline

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

Concurrent Investment Advisors, LLC held 210,735 BKLN 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 210,735 shares
    Change vs previous 13F -81,175 shares

    0.04% of the 13F portfolio, value $4,292,674.

    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 291,910 shares
    Change vs previous 13F +101,226 shares

    0.07% of the 13F portfolio, value $5,957,882.

    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 190,684 shares
    Change vs previous 13F +23,939 shares

    0.05% of the 13F portfolio, value $4,004,368.

    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 166,745 shares
    Change vs previous 13F +10,822 shares

    0.06% of the 13F portfolio, value $3,489,966.

    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 155,923 shares
    Change vs previous 13F +39,796 shares

    0.06% of the 13F portfolio, value $3,261,902.

    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 116,127 shares
    Change vs previous 13F +43,535 shares

    0.06% of the 13F portfolio, value $2,403,839.

    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 72,592 shares
    Change vs previous 13F +784 shares

    0.04% of the 13F portfolio, value $1,529,514.

    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 71,808 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,508,684.

    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).