Concurrent Investment Advisors, LLC BSTZ — BLACKROCK SCIENCE & TECHNOLO

Ownership history in Concurrent Investment Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported BLACKROCK SCIENCE & TECHNOLO (BSTZ) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows BSTZ 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSTZ 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 BLACKROCK SCIENCE & TECHNOLO, 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 Q3

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

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 BSTZ — position size vs. price
% of Fund (quarterly)    BSTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 9,263 — 0% 0.00% $273K 2026-10-16 $27.42
2026 Q2 UNCHANGED — — — 9,263 — 0% 0.00% $278K 2026-07-27 $26.24
2026 Q1 REDUCED 25.9% +34.9% ❌ 9,263 -3,236 -25.9% 0.00% $205K 2026-04-21 $23.45
2024 Q2 UNCHANGED — — — 12,499 — 0% 0.01% $249K 2024-07-30 $13.51
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Concurrent Investment Advisors, LLC and BSTZ

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 BSTZ?

Concurrent Investment Advisors, LLC reported BSTZ across 4 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for BSTZ was 0.01% in 2024 Q2.

What is the latest reported BSTZ position on this page?

The most recent filing on this page is 2026 Q3, when Concurrent Investment Advisors, LLC reported 9,263 shares, equal to 0.00% of portfolio, with an estimated market value of $273K.

What does the chart on this BSTZ ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly BSTZ 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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