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Concurrent Investment Advisors, LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on DUK, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 113,610 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 113,610 shares
    Change vs previous 13F +44,694 shares

    0.12% of the 13F portfolio, value $14,380,825.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 68,916 shares
    Change vs previous 13F +6,215 shares

    0.1% of the 13F portfolio, value $9,023,937.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 62,701 shares
    Change vs previous 13F +11,742 shares

    0.08% of the 13F portfolio, value $7,349,169.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 50,959 shares
    Change vs previous 13F -127 shares

    0.11% of the 13F portfolio, value $6,306,203.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 51,086 shares
    Change vs previous 13F +5,753 shares

    0.12% of the 13F portfolio, value $6,028,202.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 45,333 shares
    Change vs previous 13F +2,905 shares

    0.13% of the 13F portfolio, value $5,529,224.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 42,428 shares
    Change vs previous 13F -35 shares

    0.12% of the 13F portfolio, value $4,571,239.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 42,463 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,896,021.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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