Concurrent Investment Advisors, LLC: BXC position timeline

Concurrent Investment Advisors, LLC held 4,358 BXC 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 4,358 shares

   Change vs previous 13F +44 shares

   <0.01% of the 13F portfolio, value $269,673.

   13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,314 shares

   Change vs previous 13F -28 shares

   <0.01% of the 13F portfolio, value $233,733.

   13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,342 shares

   Change vs previous 13F +99 shares

   <0.01% of the 13F portfolio, value $266,729.

   13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,243 shares

   Change vs previous 13F +611 shares

   0.01% of the 13F portfolio, value $310,078.

   13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,632 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $270,148.

   13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).