Bartlett & Co. LLC: DUK position timeline

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

Bartlett & Co. LLC held 614,957 DUK shares at 2023-12-31 per its 13F-HR filed 2024-01-08.

the latest 13F is the newest step

period ended2023-12-31
13F 614,957 shares
Change vs previous 13F +5,425 shares
0.97% of the 13F portfolio, value $59,599,000.
13F-HR 0001550075-24-000001 filed by Bartlett & Co. LLC
Filed 2024-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 609,532 shares
Change vs previous 13F +7,055 shares
0.97% of the 13F portfolio, value $53,798,000.
13F-HR 0001550075-23-000004 filed by Bartlett & Co. LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 602,477 shares
Change vs previous 13F +66,079 shares
0.94% of the 13F portfolio, value $54,066,000.
13F-HR 0001550075-23-000003 filed by Bartlett & Co. LLC
Filed 2023-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 536,398 shares
Change vs previous 13F +23,057 shares
1% of the 13F portfolio, value $51,738,000.
13F-HR 0001550075-23-000002 filed by Bartlett & Co. LLC
Filed 2023-04-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 513,341 shares
Change vs previous 13F -172 shares
1.06% of the 13F portfolio, value $52,870,000.
13F-HR 0001550075-23-000001 filed by Bartlett & Co. LLC
Filed 2023-01-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 513,513 shares
Change vs previous 13F -7,403 shares
1.03% of the 13F portfolio, value $47,771,000.
13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
Filed 2022-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 520,916 shares
Change vs previous 13F -47,211 shares
1.13% of the 13F portfolio, value $55,847,000.
13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
Filed 2022-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 568,127 shares
Change vs previous 13F not available
1.11% of the 13F portfolio, value $63,437,000.
13F-HR 0001550075-22-000004 filed by Bartlett & Co. LLC
Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).