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Concurrent Investment Advisors, LLC: FBND position timeline

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

Concurrent Investment Advisors, LLC held 1,435,649 FBND 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 1,435,649 shares
    Change vs previous 13F +111,744 shares

    0.56% of the 13F portfolio, value $65,307,691.

    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 1,323,905 shares
    Change vs previous 13F +994,949 shares

    0.66% of the 13F portfolio, value $60,396,508.

    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 328,956 shares
    Change vs previous 13F +218,164 shares

    0.17% of the 13F portfolio, value $15,145,148.

    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 110,792 shares
    Change vs previous 13F +49,427 shares

    0.09% of the 13F portfolio, value $5,123,043.

    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 61,365 shares
    Change vs previous 13F +16,851 shares

    0.05% of the 13F portfolio, value $2,807,436.

    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 44,514 shares
    Change vs previous 13F -37,029 shares

    0.05% of the 13F portfolio, value $2,032,068.

    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 81,543 shares
    Change vs previous 13F +2,851 shares

    0.1% of the 13F portfolio, value $3,658,848.

    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 78,692 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,678,064.

    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).