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Concurrent Investment Advisors, LLC: BLW position timeline

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

Concurrent Investment Advisors, LLC held 13,251 BLW 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 13,251 shares
    Change vs previous 13F +280 shares

    <0.01% of the 13F portfolio, value $165,506.

    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 12,971 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $163,300.

    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 13,039 shares
    Change vs previous 13F +177 shares

    <0.01% of the 13F portfolio, value $179,158.

    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 12,862 shares
    Change vs previous 13F -5,080 shares

    <0.01% of the 13F portfolio, value $180,068.

    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 17,942 shares
    Change vs previous 13F +2,364 shares

    <0.01% of the 13F portfolio, value $254,416.

    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 15,578 shares
    Change vs previous 13F +94 shares

    0.01% of the 13F portfolio, value $220,273.

    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 15,484 shares
    Change vs previous 13F +450 shares

    0.01% of the 13F portfolio, value $218,789.

    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 15,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $217,692.

    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).