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Concurrent Investment Advisors, LLC: BSY position timeline

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

Concurrent Investment Advisors, LLC held 122,399 BSY 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 122,399 shares
    Change vs previous 13F +2,164 shares

    0.03% of the 13F portfolio, value $3,658,506.

    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 120,235 shares
    Change vs previous 13F -10,651 shares

    0.05% of the 13F portfolio, value $4,222,654.

    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 130,886 shares
    Change vs previous 13F +5,806 shares

    0.06% of the 13F portfolio, value $4,995,263.

    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 125,080 shares
    Change vs previous 13F -589 shares

    0.11% of the 13F portfolio, value $6,439,118.

    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 125,669 shares
    Change vs previous 13F -14,997 shares

    0.13% of the 13F portfolio, value $6,782,355.

    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 140,666 shares
    Change vs previous 13F +628 shares

    0.13% of the 13F portfolio, value $5,533,785.

    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 140,038 shares
    Change vs previous 13F -18,999 shares

    0.18% of the 13F portfolio, value $6,539,769.

    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 159,037 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,080,660.

    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).