Concurrent Investment Advisors, LLC: DTE position timeline

Concurrent Investment Advisors, LLC held 9,812 DTE 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 9,812 shares

   Change vs previous 13F +1,452 shares

   0.01% of the 13F portfolio, value $1,494,993.

   13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,360 shares

   Change vs previous 13F +915 shares

   0.01% of the 13F portfolio, value $1,222,463.

   13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,445 shares

   Change vs previous 13F +1,994 shares

   0.01% of the 13F portfolio, value $960,299.

   13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,451 shares

   Change vs previous 13F +75 shares

   0.01% of the 13F portfolio, value $770,972.

   13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,376 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $712,132.

   13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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