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Concurrent Investment Advisors, LLC: BTZ position timeline

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

Concurrent Investment Advisors, LLC held 29,844 BTZ 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 29,844 shares
    Change vs previous 13F -2,440 shares

    <0.01% of the 13F portfolio, value $305,007.

    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 32,284 shares
    Change vs previous 13F +1,110 shares

    <0.01% of the 13F portfolio, value $326,070.

    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 31,174 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $337,616.

    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 30,986 shares
    Change vs previous 13F +8,611 shares

    0.01% of the 13F portfolio, value $342,397.

    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 22,375 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $244,336.

    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 22,419 shares
    Change vs previous 13F +1,643 shares

    0.01% of the 13F portfolio, value $240,333.

    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 20,776 shares
    Change vs previous 13F +4,477 shares

    0.01% of the 13F portfolio, value $217,318.

    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 16,299 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $183,854.

    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).