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Disclosery

Biltmore Family Office, LLC: DUK position timeline

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

Biltmore Family Office, LLC held 14,429 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,429 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,826,366.

    13F-HR 0001398344-26-014190 filed by Biltmore Family Office, 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 14,429 shares
    Change vs previous 13F -43 shares

    0.26% of the 13F portfolio, value $1,889,275.

    13F-HR 0001398344-26-008905 filed by Biltmore Family Office, 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 14,472 shares
    Change vs previous 13F +2,974 shares

    0.23% of the 13F portfolio, value $1,696,211.

    13F-HR 0001398344-26-002220 filed by Biltmore Family Office, 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 11,498 shares
    Change vs previous 13F +36 shares

    0.2% of the 13F portfolio, value $1,422,822.

    13F-HR 0001398344-25-020082 filed by Biltmore Family Office, 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 11,462 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,352,463.

    13F-HR 0001398344-25-014333 filed by Biltmore Family Office, 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 11,462 shares
    Change vs previous 13F -48 shares

    0.24% of the 13F portfolio, value $1,397,966.

    13F-HR 0001398344-25-009213 filed by Biltmore Family Office, 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 11,510 shares
    Change vs previous 13F -64 shares

    0.21% of the 13F portfolio, value $1,240,039.

    13F-HR 0001398344-25-002568 filed by Biltmore Family Office, 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 11,574 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,334,431.

    13F-HR 0001398344-24-020429 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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