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Concurrent Investment Advisors, LLC: BLK position timeline

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

Concurrent Investment Advisors, LLC held 8,770 BLK 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 8,770 shares
    Change vs previous 13F +102 shares

    0.07% of the 13F portfolio, value $8,433,167.

    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 8,668 shares
    Change vs previous 13F -337 shares

    0.09% of the 13F portfolio, value $8,336,259.

    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 9,005 shares
    Change vs previous 13F +1,556 shares

    0.11% of the 13F portfolio, value $9,638,333.

    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 7,449 shares
    Change vs previous 13F -137 shares

    0.15% of the 13F portfolio, value $8,684,481.

    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 7,586 shares
    Change vs previous 13F +523 shares

    0.15% of the 13F portfolio, value $7,959,582.

    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 7,063 shares
    Change vs previous 13F +2,774 shares

    0.16% of the 13F portfolio, value $6,685,302.

    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 4,289 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,396,871.

    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).