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Disclosery

Carson Advisory Inc.: DUK position timeline

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

Carson Advisory Inc. held 30,595 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 30,595 shares
    Change vs previous 13F -196 shares

    1.78% of the 13F portfolio, value $3,872,714.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 30,791 shares
    Change vs previous 13F -134 shares

    2.09% of the 13F portfolio, value $4,031,793.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    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 30,925 shares
    Change vs previous 13F -497 shares

    1.88% of the 13F portfolio, value $3,624,768.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    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 31,422 shares
    Change vs previous 13F +1 shares

    2.1% of the 13F portfolio, value $3,888,527.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    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 31,421 shares
    Change vs previous 13F +2 shares

    2.36% of the 13F portfolio, value $3,707,628.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    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 31,419 shares
    Change vs previous 13F -217 shares

    2.58% of the 13F portfolio, value $3,832,137.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    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 31,636 shares
    Change vs previous 13F -419 shares

    2.37% of the 13F portfolio, value $3,408,464.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    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 32,055 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $3,695,939.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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