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Concurrent Investment Advisors, LLC → BSM
Concurrent Investment Advisors, LLC BSM Position History
Black Stone Minerals, L.P. • Energy
Quarters held
4
Latest value
$257K
Q3 2026
Peak value
$309K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $271K |
| Q1 2026 | $309K |
| Q2 2026 | $243K |
| Q3 2026 | $257K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $257K | 17.9K | — | — |
| Q2 2026 | $243K | 17.4K | — | — |
| Q1 2026 | $309K | 20.4K | — | — |
| Q4 2025 | $271K | 20.4K | — | — |
Other funds holding BSM
$90.2M
$88.3M
$64.9M