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Concurrent Investment Advisors, LLC: BROS position timeline

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

Concurrent Investment Advisors, LLC held 183,322 BROS 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 183,322 shares
    Change vs previous 13F -11,339 shares

    0.11% of the 13F portfolio, value $13,164,356.

    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 194,661 shares
    Change vs previous 13F +21,170 shares

    0.11% of the 13F portfolio, value $9,861,516.

    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 173,491 shares
    Change vs previous 13F +2,122 shares

    0.12% of the 13F portfolio, value $10,621,119.

    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 171,369 shares
    Change vs previous 13F +468 shares

    0.15% of the 13F portfolio, value $8,969,453.

    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 170,901 shares
    Change vs previous 13F -559 shares

    0.23% of the 13F portfolio, value $11,684,501.

    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 171,460 shares
    Change vs previous 13F -857,145 shares

    0.26% of the 13F portfolio, value $10,585,940.

    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 1,028,605 shares
    Change vs previous 13F +782,164 shares

    1.46% of the 13F portfolio, value $53,878,330.

    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 246,441 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,893,505.

    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).