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Concurrent Investment Advisors, LLC: BSV position timeline

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

Concurrent Investment Advisors, LLC held 186,511 BSV 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 186,511 shares
    Change vs previous 13F +2,541 shares

    0.12% of the 13F portfolio, value $14,531,130.

    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 183,970 shares
    Change vs previous 13F +18,016 shares

    0.16% of the 13F portfolio, value $14,425,089.

    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 165,954 shares
    Change vs previous 13F +9,353 shares

    0.15% of the 13F portfolio, value $13,078,830.

    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 156,601 shares
    Change vs previous 13F -15,276 shares

    0.21% of the 13F portfolio, value $12,357,350.

    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 171,877 shares
    Change vs previous 13F +14,289 shares

    0.26% of the 13F portfolio, value $13,526,739.

    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 157,588 shares
    Change vs previous 13F +30,252 shares

    0.3% of the 13F portfolio, value $12,335,958.

    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 127,336 shares
    Change vs previous 13F -16,745 shares

    0.27% of the 13F portfolio, value $9,839,278.

    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 144,081 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $11,337,719.

    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).