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Concurrent Investment Advisors, LLC: BUFR position timeline

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

Concurrent Investment Advisors, LLC held 398,020 BUFR 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 398,020 shares
    Change vs previous 13F +81,472 shares

    0.12% of the 13F portfolio, value $14,539,676.

    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 316,548 shares
    Change vs previous 13F +44,706 shares

    0.12% of the 13F portfolio, value $10,689,819.

    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 271,842 shares
    Change vs previous 13F +50,001 shares

    0.11% of the 13F portfolio, value $9,313,289.

    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 221,841 shares
    Change vs previous 13F -42,713 shares

    0.13% of the 13F portfolio, value $7,413,940.

    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 264,554 shares
    Change vs previous 13F -219,724 shares

    0.16% of the 13F portfolio, value $8,412,802.

    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 484,278 shares
    Change vs previous 13F +70,765 shares

    0.35% of the 13F portfolio, value $14,378,212.

    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 413,513 shares
    Change vs previous 13F +54,046 shares

    0.34% of the 13F portfolio, value $12,599,737.

    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 359,467 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,744,479.

    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).