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Disclosery

BFSG, LLC: DUK position timeline

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

BFSG, LLC held 14,406 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,406 shares
    Change vs previous 13F +89 shares

    0.16% of the 13F portfolio, value $1,823,544.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 14,317 shares
    Change vs previous 13F +118 shares

    0.18% of the 13F portfolio, value $1,874,701.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 14,199 shares
    Change vs previous 13F +1,593 shares

    0.16% of the 13F portfolio, value $1,664,236.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 12,606 shares
    Change vs previous 13F +452 shares

    0.15% of the 13F portfolio, value $1,559,993.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 12,154 shares
    Change vs previous 13F +565 shares

    0.16% of the 13F portfolio, value $1,434,172.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 11,589 shares
    Change vs previous 13F +40 shares

    0.17% of the 13F portfolio, value $1,413,511.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 11,549 shares
    Change vs previous 13F +1,032 shares

    0.15% of the 13F portfolio, value $1,244,290.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 10,517 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,212,611.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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