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Concurrent Investment Advisors, LLC: BOND position timeline

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

Concurrent Investment Advisors, LLC held 602,397 BOND 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 602,397 shares
    Change vs previous 13F +35,490 shares

    0.47% of the 13F portfolio, value $55,547,028.

    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 566,907 shares
    Change vs previous 13F +8,786 shares

    0.57% of the 13F portfolio, value $52,314,192.

    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 558,121 shares
    Change vs previous 13F +53,075 shares

    0.59% of the 13F portfolio, value $51,949,917.

    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 505,046 shares
    Change vs previous 13F +14,665 shares

    0.81% of the 13F portfolio, value $47,146,004.

    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 490,381 shares
    Change vs previous 13F +42,278 shares

    0.88% of the 13F portfolio, value $45,203,279.

    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 448,103 shares
    Change vs previous 13F +66,527 shares

    1.01% of the 13F portfolio, value $41,436,123.

    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 381,576 shares
    Change vs previous 13F +53,384 shares

    0.93% of the 13F portfolio, value $34,502,071.

    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 328,192 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $31,050,239.

    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).