Concurrent Investment Advisors, LLC BYON β€” BED BATH & BEYOND INC

Ownership history in Concurrent Investment Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported BED BATH & BEYOND INC (BYON) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows BYON at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BYON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concurrent Investment Advisors, LLC's position in BED BATH & BEYOND INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BYON was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Concurrent Investment Advisors, LLC held BYON β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 50,290 +14,551 +40.7% 0.00% $233K 2026-04-21 β€”
2025 Q4 ADDED β€” β€” β€” 35,739 +22,739 +174.9% 0.00% $195K 2026-01-29 β€”
2025 Q3 REDUCED β€” β€” β€” 13,000 -13,913 -51.7% 0.00% $127K 2025-10-27 β€”
2025 Q3 INITIATED β€” β€” β€” 26,913 β€” β€” 0.00% $263K 2025-10-27 β€”

FAQ About Concurrent Investment Advisors, LLC and BYON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concurrent Investment Advisors, LLC reported owning BYON?

Concurrent Investment Advisors, LLC reported BYON across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BYON position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for BYON was 0.00% in 2025 Q3.

What is the latest reported BYON position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 50,290 shares, equal to 0.00% of portfolio, with an estimated market value of $233K.

What does the chart on this BYON ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly BYON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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