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Concurrent Investment Advisors, LLC: BP position timeline

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

Concurrent Investment Advisors, LLC held 34,423 BP 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 34,423 shares
    Change vs previous 13F -4,245 shares

    0.01% of the 13F portfolio, value $1,271,901.

    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 38,668 shares
    Change vs previous 13F -6,244 shares

    0.02% of the 13F portfolio, value $1,817,402.

    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 44,912 shares
    Change vs previous 13F +10,740 shares

    0.02% of the 13F portfolio, value $1,559,810.

    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 34,172 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $1,177,566.

    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 34,156 shares
    Change vs previous 13F +1,660 shares

    0.02% of the 13F portfolio, value $1,022,298.

    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 32,496 shares
    Change vs previous 13F +5,664 shares

    0.03% of the 13F portfolio, value $1,098,034.

    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 26,832 shares
    Change vs previous 13F +1,576 shares

    0.02% of the 13F portfolio, value $793,149.

    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 25,256 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $792,784.

    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).