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Disclosery

Callan Family Office, LLC: DUK position timeline

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

Callan Family Office, LLC held 17,496 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,496 shares
    Change vs previous 13F -1,272 shares

    0.04% of the 13F portfolio, value $2,214,677.

    13F-HR 0001938970-26-000004 filed by Callan 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 18,768 shares
    Change vs previous 13F -806 shares

    0.06% of the 13F portfolio, value $2,457,535.

    13F-HR 0001938970-26-000003 filed by Callan 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 19,574 shares
    Change vs previous 13F +3,140 shares

    0.05% of the 13F portfolio, value $2,294,310.

    13F-HR 0001938970-26-000002 filed by Callan 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 16,434 shares
    Change vs previous 13F -782 shares

    0.06% of the 13F portfolio, value $2,033,745.

    13F-HR 0001938970-25-000004 filed by Callan 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 17,216 shares
    Change vs previous 13F +9,017 shares

    0.06% of the 13F portfolio, value $2,031,536.

    13F-HR 0001221073-25-000065 filed by Callan 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 8,199 shares
    Change vs previous 13F -4,023 shares

    0.07% of the 13F portfolio, value $1,000,033.

    13F-HR 0001221073-25-000052 filed by Callan 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 12,222 shares
    Change vs previous 13F +9,856 shares

    0.08% of the 13F portfolio, value $1,316,777.

    13F-HR 0001221073-25-000016 filed by Callan 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 2,366 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $272,800.

    13F-HR 0001221073-24-000082 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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