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Disclosery

Bollard Group LLC: DUK position timeline

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

Bollard Group LLC held 185,749 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 185,749 shares
    Change vs previous 13F +8,105 shares

    0.72% of the 13F portfolio, value $23,512,000.

    13F-HR 0000929638-26-003007 filed by Bollard Group 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 177,644 shares
    Change vs previous 13F -9,363 shares

    0.71% of the 13F portfolio, value $23,260,000.

    13F-HR 0000929638-26-001858 filed by Bollard Group 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 187,007 shares
    Change vs previous 13F -54,176 shares

    0.58% of the 13F portfolio, value $21,919,000.

    13F-HR 0000929638-26-000624 filed by Bollard Group 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 241,183 shares
    Change vs previous 13F +12,883 shares

    0.74% of the 13F portfolio, value $29,846,000.

    13F-HR 0000929638-25-004264 filed by Bollard Group 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 228,300 shares
    Change vs previous 13F +20,332 shares

    0.62% of the 13F portfolio, value $26,939,000.

    13F-HR 0000929638-25-003004 filed by Bollard Group 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 207,968 shares
    Change vs previous 13F +1,678 shares

    0.67% of the 13F portfolio, value $25,366,000.

    13F-HR 0000929638-25-001883 filed by Bollard Group 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 206,290 shares
    Change vs previous 13F -24,765 shares

    0.62% of the 13F portfolio, value $22,226,000.

    13F-HR 0000929638-25-000729 filed by Bollard Group 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 231,055 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $26,641,000.

    13F-HR 0000929638-24-003845 filed by Bollard Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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