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Disclosery

Castleview Partners, LLC: DUK position timeline

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

Castleview Partners, LLC held 5,761 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,761 shares
    Change vs previous 13F +909 shares

    0.29% of the 13F portfolio, value $656,826.

    13F-HR 0001737088-26-000009 filed by Castleview Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,852 shares
    Change vs previous 13F +1,044 shares

    0.27% of the 13F portfolio, value $614,291.

    13F-HR 0001737088-26-000007 filed by Castleview 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 ended2026-03-31
    13F 3,808 shares
    Change vs previous 13F +583 shares

    0.26% of the 13F portfolio, value $498,620.

    13F-HR 0001737088-26-000004 filed by Castleview 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 ended2025-12-31
    13F 3,225 shares
    Change vs previous 13F +693 shares

    0.19% of the 13F portfolio, value $378,002.

    13F-HR 0001737088-26-000003 filed by Castleview 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 ended2025-09-30
    13F 2,532 shares
    Change vs previous 13F +268 shares

    0.17% of the 13F portfolio, value $313,335.

    13F-HR 0001737088-25-000008 filed by Castleview 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 ended2025-06-30
    13F 2,264 shares
    Change vs previous 13F +248 shares

    0.17% of the 13F portfolio, value $267,152.

    13F-HR 0001737088-25-000006 filed by Castleview 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 ended2025-03-31
    13F 2,016 shares
    Change vs previous 13F -138 shares

    0.17% of the 13F portfolio, value $245,891.

    13F-HR 0001737088-25-000005 filed by Castleview 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 ended2024-12-31
    13F/A 2,154 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $232,244.

    13F-HR/A 0001737088-25-000002 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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