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Concurrent Investment Advisors, LLC: BSCS position timeline

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

Concurrent Investment Advisors, LLC held 39,013 BSCS 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 39,013 shares
    Change vs previous 13F +27,912 shares

    0.01% of the 13F portfolio, value $794,492.

    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 11,101 shares
    Change vs previous 13F -12,283 shares

    <0.01% of the 13F portfolio, value $226,712.

    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 23,384 shares
    Change vs previous 13F +5,415 shares

    0.01% of the 13F portfolio, value $481,709.

    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 17,969 shares
    Change vs previous 13F +3,382 shares

    0.01% of the 13F portfolio, value $369,613.

    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 14,587 shares
    Change vs previous 13F -246 shares

    0.01% of the 13F portfolio, value $298,892.

    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 14,833 shares
    Change vs previous 13F -99,494 shares

    0.01% of the 13F portfolio, value $301,849.

    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 114,327 shares
    Change vs previous 13F -88,279 shares

    0.06% of the 13F portfolio, value $2,301,400.

    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 202,606 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,165,573.

    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).