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Concurrent Investment Advisors, LLC: BSJV position timeline

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

Concurrent Investment Advisors, LLC held 100,795 BSJV 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 100,795 shares
    Change vs previous 13F -6,322 shares

    0.02% of the 13F portfolio, value $2,645,869.

    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 107,117 shares
    Change vs previous 13F -6,669 shares

    0.03% of the 13F portfolio, value $2,784,506.

    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 113,786 shares
    Change vs previous 13F +56 shares

    0.03% of the 13F portfolio, value $3,038,086.

    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 113,730 shares
    Change vs previous 13F -5,215 shares

    0.05% of the 13F portfolio, value $3,046,827.

    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 118,945 shares
    Change vs previous 13F -5,377 shares

    0.06% of the 13F portfolio, value $3,173,453.

    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 124,322 shares
    Change vs previous 13F -2,258 shares

    0.08% of the 13F portfolio, value $3,236,102.

    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 126,580 shares
    Change vs previous 13F -3,857 shares

    0.09% of the 13F portfolio, value $3,296,776.

    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 130,437 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,507,451.

    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).