Concurrent Investment Advisors, LLC
Holdings in BSY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,995,264 | 130,886 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $6,439,118 | 125,080 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $6,782,355 | 125,669 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $5,533,800 | 140,666 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $6,539,774 | 140,038 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $8,080,669 | 159,037 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $7,851,843 | 159,073 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $8,223,553 | 157,479 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $9,256,053 | 177,387 | Shares | Sole | 2024-04-15 |