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Disclosery

Apella Capital, LLC: DUK position timeline

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

Apella Capital, LLC held 16,768 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,768 shares
    Change vs previous 13F +1,183 shares

    0.02% of the 13F portfolio, value $1,936,688.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,585 shares
    Change vs previous 13F +2,381 shares

    0.03% of the 13F portfolio, value $1,998,329.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,204 shares
    Change vs previous 13F +7,693 shares

    0.03% of the 13F portfolio, value $1,690,544.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,511 shares
    Change vs previous 13F +151 shares

    0.01% of the 13F portfolio, value $645,966.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,360 shares
    Change vs previous 13F +141 shares

    0.02% of the 13F portfolio, value $682,879.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,219 shares
    Change vs previous 13F +209 shares

    0.02% of the 13F portfolio, value $612,168.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,010 shares
    Change vs previous 13F -47 shares

    0.02% of the 13F portfolio, value $582,729.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,057 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $544,854.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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