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AVANTAX ADVISORY SERVICES, INC.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on DUK, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 111,040 DUK shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 111,040 shares
    Change vs previous 13F +3,447 shares

    0.07% of the 13F portfolio, value $13,102,773.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 107,593 shares
    Change vs previous 13F +3,208 shares

    0.08% of the 13F portfolio, value $13,123,064.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 104,385 shares
    Change vs previous 13F +6,705 shares

    0.07% of the 13F portfolio, value $11,246,416.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 97,680 shares
    Change vs previous 13F -144 shares

    0.07% of the 13F portfolio, value $11,262,515.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 97,824 shares
    Change vs previous 13F +30,348 shares

    0.07% of the 13F portfolio, value $9,804,926.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 67,476 shares
    Change vs previous 13F -4,091 shares

    0.06% of the 13F portfolio, value $6,525,626.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 71,567 shares
    Change vs previous 13F +1,206 shares

    0.07% of the 13F portfolio, value $6,944,851.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 70,361 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,210,045.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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