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Concurrent Investment Advisors, LLC: FBTC position timeline

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

Concurrent Investment Advisors, LLC held 99,662 FBTC 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 99,662 shares
    Change vs previous 13F +21,519 shares

    0.04% of the 13F portfolio, value $5,087,753.

    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 78,143 shares
    Change vs previous 13F +50,553 shares

    0.05% of the 13F portfolio, value $4,612,789.

    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 27,590 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $2,103,163.

    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 27,736 shares
    Change vs previous 13F +14,781 shares

    0.05% of the 13F portfolio, value $2,768,285.

    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 12,955 shares
    Change vs previous 13F +1,235 shares

    0.02% of the 13F portfolio, value $1,217,620.

    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 11,720 shares
    Change vs previous 13F +5,617 shares

    0.02% of the 13F portfolio, value $843,507.

    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 6,103 shares
    Change vs previous 13F +761 shares

    0.01% of the 13F portfolio, value $497,900.

    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 5,342 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $296,665.

    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).