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Concurrent Investment Advisors, LLC: BMY position timeline

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

Concurrent Investment Advisors, LLC held 266,252 BMY 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 266,252 shares
    Change vs previous 13F +62,362 shares

    0.13% of the 13F portfolio, value $15,341,432.

    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 203,890 shares
    Change vs previous 13F +32,740 shares

    0.14% of the 13F portfolio, value $12,365,921.

    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 171,150 shares
    Change vs previous 13F +114,857 shares

    0.11% of the 13F portfolio, value $9,231,827.

    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 56,293 shares
    Change vs previous 13F -28,159 shares

    0.04% of the 13F portfolio, value $2,538,833.

    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 84,452 shares
    Change vs previous 13F +7,578 shares

    0.08% of the 13F portfolio, value $3,909,276.

    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 76,874 shares
    Change vs previous 13F +46,504 shares

    0.11% of the 13F portfolio, value $4,688,530.

    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 30,370 shares
    Change vs previous 13F +2,206 shares

    0.05% of the 13F portfolio, value $1,717,708.

    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 28,164 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,457,205.

    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).