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Disclosery

Caldwell Trust Co: DUK position timeline

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

Caldwell Trust Co held 32,348 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,348 shares
    Change vs previous 13F -1,072 shares

    0.33% of the 13F portfolio, value $4,094,610.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 33,420 shares
    Change vs previous 13F +76 shares

    0.39% of the 13F portfolio, value $4,376,015.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 33,344 shares
    Change vs previous 13F -958 shares

    0.35% of the 13F portfolio, value $3,908,250.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 34,302 shares
    Change vs previous 13F +1,254 shares

    0.4% of the 13F portfolio, value $4,244,873.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 33,048 shares
    Change vs previous 13F +1,166 shares

    0.39% of the 13F portfolio, value $3,899,664.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 31,882 shares
    Change vs previous 13F -530 shares

    0.42% of the 13F portfolio, value $3,888,648.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 32,412 shares
    Change vs previous 13F -785 shares

    0.36% of the 13F portfolio, value $3,492,069.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 33,197 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,827,614.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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