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Beacon Pointe Advisors, LLC: DUK position timeline

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

Beacon Pointe Advisors, LLC held 68,769 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,769 shares
    Change vs previous 13F -3,792 shares

    0.04% of the 13F portfolio, value $8,704,757.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 72,561 shares
    Change vs previous 13F +33,112 shares

    0.05% of the 13F portfolio, value $9,501,082.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 39,449 shares
    Change vs previous 13F +1,706 shares

    0.03% of the 13F portfolio, value $4,623,806.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 37,743 shares
    Change vs previous 13F -16,098 shares

    0.04% of the 13F portfolio, value $4,670,670.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 53,841 shares
    Change vs previous 13F +1,622 shares

    0.07% of the 13F portfolio, value $6,353,223.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 52,219 shares
    Change vs previous 13F +376 shares

    0.07% of the 13F portfolio, value $6,369,108.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 51,843 shares
    Change vs previous 13F +6,542 shares

    0.06% of the 13F portfolio, value $5,585,514.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 45,301 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,223,224.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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