Back to BILL

Concurrent Investment Advisors, LLC → BILL

Concurrent Investment Advisors, LLC BILL Position History

BILL Holdings, Inc. • Technology

Quarters held
2
Latest value
$649K
Q3 2026
Peak value
$649K
First seen
Q3 2026

Dollar value over time

Show data table
PeriodPosition value
Q3 2026$12K
Q3 2026$649K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$649K15.3K——
Q3 2026$12K279——

Other funds holding BILL

Other Concurrent Investment Advisors, LLC positions

AAPL

APPLE INC

$450.7M
NVDA

NVIDIA CORPORATION

$440.4M
VGES

VANGUARD INDEX FDS

$399.2M
MSFT

MICROSOFT CORP

$367.1M
VGES

VANGUARD INDEX FDS

$352.4M
ETHA

ISHARES TR

$294M
AAPL

APPLE INC

$286.1M
AAPL

APPLE INC

$253.4M