Advisory Alpha, LLC: DUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on DUK, newest first. How the timeline and the estimate are built.
Advisory Alpha, LLC held 23,352 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 23,352 sharesChange vs previous 13F +4,310 shares
0.07% of the 13F portfolio, value $2,956,274.
13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,042 sharesChange vs previous 13F +2,808 shares
0.07% of the 13F portfolio, value $2,493,493.
13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,234 sharesChange vs previous 13F -697 shares
0.05% of the 13F portfolio, value $1,903,160.
13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,931 sharesChange vs previous 13F +1,029 shares
0.06% of the 13F portfolio, value $2,058,726.
13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,902 sharesChange vs previous 13F -71 shares
0.06% of the 13F portfolio, value $1,876,575.
13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 15,973 sharesChange vs previous 13F +11 shares
0.07% of the 13F portfolio, value $1,948,188.
13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,962 sharesChange vs previous 13F -830 shares
0.06% of the 13F portfolio, value $1,719,808.
13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,792 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,936,298.
13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).