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Disclosery

BURKETT FINANCIAL SERVICES, LLC: DUK position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 11,544 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,544 shares
    Change vs previous 13F -139 shares

    0.4% of the 13F portfolio, value $1,316,180.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,683 shares
    Change vs previous 13F -462 shares

    0.46% of the 13F portfolio, value $1,478,868.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,145 shares
    Change vs previous 13F +96 shares

    0.54% of the 13F portfolio, value $1,590,284.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,049 shares
    Change vs previous 13F +60 shares

    0.48% of the 13F portfolio, value $1,412,265.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,989 shares
    Change vs previous 13F +63 shares

    0.51% of the 13F portfolio, value $1,483,623.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,926 shares
    Change vs previous 13F +95 shares

    0.51% of the 13F portfolio, value $1,407,318.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,831 shares
    Change vs previous 13F +373 shares

    0.59% of the 13F portfolio, value $1,442,966.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,458 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,234,488.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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