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Disclosery

Cassia Capital Partners, LLC: DUK position timeline

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

Cassia Capital Partners, LLC held 12,856 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,856 shares
    Change vs previous 13F -6 shares

    0.79% of the 13F portfolio, value $1,627,342.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 12,862 shares
    Change vs previous 13F +1,815 shares

    0.87% of the 13F portfolio, value $1,684,170.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 11,047 shares
    Change vs previous 13F -100 shares

    0.7% of the 13F portfolio, value $1,294,770.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 11,147 shares
    Change vs previous 13F +1,326 shares

    0.75% of the 13F portfolio, value $1,379,478.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 9,821 shares
    Change vs previous 13F -229 shares

    0.7% of the 13F portfolio, value $1,158,881.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 10,050 shares
    Change vs previous 13F +514 shares

    0.76% of the 13F portfolio, value $1,225,815.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 9,536 shares
    Change vs previous 13F +2,253 shares

    0.66% of the 13F portfolio, value $1,027,409.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, 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 7,283 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $839,730.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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