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Anchor Investment Management, LLC: DUK position timeline

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

Anchor Investment Management, LLC held 82,510 DUK shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,510 shares
    Change vs previous 13F -431 shares

    0.79% of the 13F portfolio, value $10,444,170.

    13F-HR 0001634149-26-000005 filed by Anchor Investment Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 82,941 shares
    Change vs previous 13F +155 shares

    0.91% of the 13F portfolio, value $10,860,305.

    13F-HR 0001634149-26-000002 filed by Anchor Investment Management, 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 82,786 shares
    Change vs previous 13F +450 shares

    0.79% of the 13F portfolio, value $9,703,376.

    13F-HR 0001634149-26-000001 filed by Anchor Investment Management, 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 82,336 shares
    Change vs previous 13F +36 shares

    0.84% of the 13F portfolio, value $10,189,074.

    13F-HR 0001634149-25-000008 filed by Anchor Investment Management, 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 82,300 shares
    Change vs previous 13F +779 shares

    0.85% of the 13F portfolio, value $9,711,444.

    13F-HR 0001634149-25-000005 filed by Anchor Investment Management, 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 81,521 shares
    Change vs previous 13F +270 shares

    0.93% of the 13F portfolio, value $9,943,094.

    13F-HR 0001634149-25-000003 filed by Anchor Investment Management, 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 81,251 shares
    Change vs previous 13F -1 shares

    0.82% of the 13F portfolio, value $8,753,966.

    13F-HR 0001634149-25-000001 filed by Anchor Investment Management, 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 81,252 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $9,368,338.

    13F-HR 0001634149-24-000040 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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