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Concurrent Investment Advisors, LLC: BNDX position timeline

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

Concurrent Investment Advisors, LLC held 234,408 BNDX 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 234,408 shares
    Change vs previous 13F +21,247 shares

    0.1% of the 13F portfolio, value $11,352,400.

    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 213,161 shares
    Change vs previous 13F -8,670 shares

    0.11% of the 13F portfolio, value $10,242,388.

    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 221,831 shares
    Change vs previous 13F +55,335 shares

    0.12% of the 13F portfolio, value $10,718,871.

    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 166,496 shares
    Change vs previous 13F +14,974 shares

    0.14% of the 13F portfolio, value $8,234,911.

    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 151,522 shares
    Change vs previous 13F +20,904 shares

    0.15% of the 13F portfolio, value $7,501,867.

    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 130,618 shares
    Change vs previous 13F -11,387 shares

    0.16% of the 13F portfolio, value $6,376,749.

    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 142,005 shares
    Change vs previous 13F +3,081 shares

    0.19% of the 13F portfolio, value $6,965,335.

    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 138,924 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,985,120.

    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).