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Concurrent Investment Advisors, LLC: BNL position timeline

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

Concurrent Investment Advisors, LLC held 119,102 BNL 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 119,102 shares
    Change vs previous 13F -532 shares

    0.02% of the 13F portfolio, value $2,461,832.

    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 119,634 shares
    Change vs previous 13F -8,124 shares

    0.02% of the 13F portfolio, value $2,185,720.

    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 127,758 shares
    Change vs previous 13F +11,600 shares

    0.03% of the 13F portfolio, value $2,219,162.

    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 116,158 shares
    Change vs previous 13F -10,041 shares

    0.04% of the 13F portfolio, value $2,075,738.

    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 126,199 shares
    Change vs previous 13F -35,352 shares

    0.04% of the 13F portfolio, value $2,025,501.

    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 161,551 shares
    Change vs previous 13F -4,374 shares

    0.07% of the 13F portfolio, value $2,752,837.

    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 165,925 shares
    Change vs previous 13F -42,029 shares

    0.07% of the 13F portfolio, value $2,631,574.

    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 207,954 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,940,731.

    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).