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Altavista Wealth Management, Inc.: DUK position timeline

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

Altavista Wealth Management, Inc. held 19,497 DUK shares at 2021-12-31 per its 13F-HR filed 2022-02-14.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 19,497 shares
    Change vs previous 13F +304 shares

    0.41% of the 13F portfolio, value $2,045,000.

    13F-HR 0001398344-22-003172 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 19,193 shares
    Change vs previous 13F -310 shares

    0.42% of the 13F portfolio, value $1,873,000.

    13F-HR 0001398344-21-021298 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 19,503 shares
    Change vs previous 13F +2,500 shares

    0.42% of the 13F portfolio, value $1,925,000.

    13F-HR 0001398344-21-015415 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 17,003 shares
    Change vs previous 13F +370 shares

    0.4% of the 13F portfolio, value $1,641,000.

    13F-HR 0001398344-21-009824 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 16,633 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,523,000.

    13F-HR 0001398344-21-002748 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 16,633 shares
    Change vs previous 13F -375 shares

    0.41% of the 13F portfolio, value $1,473,000.

    13F-HR 0001398344-20-022664 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 17,008 shares
    Change vs previous 13F +5 shares

    0.39% of the 13F portfolio, value $1,359,000.

    13F-HR 0001398344-20-015705 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 17,003 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,375,000.

    13F-HR 0001398344-20-010109 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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