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Concurrent Investment Advisors, LLC: BTX position timeline

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

Concurrent Investment Advisors, LLC held 50,244 BTX 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 50,244 shares
    Change vs previous 13F -1,175 shares

    <0.01% of the 13F portfolio, value $453,707.

    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 51,419 shares
    Change vs previous 13F +33,238 shares

    <0.01% of the 13F portfolio, value $339,369.

    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 18,181 shares
    Change vs previous 13F -39,228 shares

    <0.01% of the 13F portfolio, value $119,814.

    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 57,409 shares
    Change vs previous 13F +22,135 shares

    0.01% of the 13F portfolio, value $384,640.

    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 35,274 shares
    Change vs previous 13F -2,332 shares

    0.01% of the 13F portfolio, value $258,914.

    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 37,606 shares
    Change vs previous 13F +11,139 shares

    0.01% of the 13F portfolio, value $235,411.

    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 26,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $196,918.

    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).