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Disclosery

Concord Wealth Partners: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on DUK, newest first. How the timeline and the estimate are built.

Concord Wealth Partners held 27,622 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,622 shares
    Change vs previous 13F +238 shares

    0.23% of the 13F portfolio, value $3,496,364.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,542 shares
    • Concord Asset Management, LLC/VA: 13,080 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,384 shares
    Change vs previous 13F +3,035 shares

    0.26% of the 13F portfolio, value $3,585,668.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,413 shares
    • Concord Asset Management, LLC/VA: 12,971 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,349 shares
    Change vs previous 13F -602 shares

    0.21% of the 13F portfolio, value $2,854,022.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,568 shares
    • Concord Asset Management, LLC/VA: 11,781 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,951 shares
    Change vs previous 13F -20,267 shares

    0.24% of the 13F portfolio, value $3,087,710.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,874 shares
    • Concord Asset Management, LLC/VA: 12,077 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,218 shares
    Change vs previous 13F +14,321 shares

    0.4% of the 13F portfolio, value $5,335,798.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 22,609 shares
    • Concord Asset Management, LLC/VA: 22,609 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,897 shares
    Change vs previous 13F +19,291 shares

    0.35% of the 13F portfolio, value $3,758,822.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 13,412 shares
    • Concord Asset Management, LLC/VA: 17,485 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,606 shares
    Change vs previous 13F +1,113 shares

    0.12% of the 13F portfolio, value $1,250,459.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,274 shares
    • Concord Asset Management, LLC/VA: 5,332 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,493 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,209,873.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,678 shares
    • Concord Asset Management, LLC/VA: 4,815 shares

    Acceptance time not in the bulk data set (spec §4.2).