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Asset Advisors Investment Management, LLC: DUK position timeline

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

Asset Advisors Investment Management, LLC held 4,327 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,327 shares
    Change vs previous 13F -346 shares

    0.05% of the 13F portfolio, value $547,712.

    13F-HR 0001756695-26-000003 filed by Asset Advisors Investment Management, 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 4,673 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $611,883.

    13F-HR 0001756695-26-000002 filed by Asset Advisors 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 4,673 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $547,722.

    13F-HR 0001756695-26-000001 filed by Asset Advisors 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 4,673 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $578,284.

    13F-HR 0001756695-25-000009 filed by Asset Advisors 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 4,673 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $551,414.

    13F-HR 0001756695-25-000006 filed by Asset Advisors 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 4,673 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $569,966.

    13F-HR 0001756695-25-000005 filed by Asset Advisors 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 4,673 shares
    Change vs previous 13F -371 shares

    0.05% of the 13F portfolio, value $503,469.

    13F-HR 0001376474-25-000141 filed by Asset Advisors 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 5,044 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $581,573.

    13F-HR 0001376474-24-000720 filed by Asset Advisors Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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