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CATALYST FINANCIAL PARTNERS LLC: DUK position timeline

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

CATALYST FINANCIAL PARTNERS LLC held 7,920 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 7,920 shares
    Change vs previous 13F -1,380 shares

    0.1% of the 13F portfolio, value $1,002,514.

    13F-HR 0001927537-26-000004 filed by CATALYST FINANCIAL 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 9,300 shares
    Change vs previous 13F +3,949 shares

    0.14% of the 13F portfolio, value $1,217,742.

    13F-HR 0001927537-26-000002 filed by CATALYST FINANCIAL 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 5,351 shares
    Change vs previous 13F -54 shares

    0.07% of the 13F portfolio, value $627,191.

    13F-HR 0001927537-26-000001 filed by CATALYST FINANCIAL 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 5,405 shares
    Change vs previous 13F +120 shares

    0.08% of the 13F portfolio, value $668,869.

    13F-HR 0001927537-25-000008 filed by CATALYST FINANCIAL 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 5,285 shares
    Change vs previous 13F +195 shares

    0.07% of the 13F portfolio, value $623,630.

    13F-HR 0001927537-25-000006 filed by CATALYST FINANCIAL 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 5,090 shares
    Change vs previous 13F +88 shares

    0.11% of the 13F portfolio, value $620,827.

    13F-HR 0001927537-25-000002 filed by CATALYST FINANCIAL 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 5,002 shares
    Change vs previous 13F -357 shares

    0.1% of the 13F portfolio, value $538,915.

    13F-HR 0001927537-25-000001 filed by CATALYST FINANCIAL 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 5,359 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $617,893.

    13F-HR 0001927537-24-000006 filed by CATALYST FINANCIAL PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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