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Certified Advisory Corp: DUK position timeline

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

Certified Advisory Corp held 20,048 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,048 shares
    Change vs previous 13F -683 shares

    0.2% of the 13F portfolio, value $2,537,694.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 20,731 shares
    Change vs previous 13F +288 shares

    0.24% of the 13F portfolio, value $2,714,543.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 20,443 shares
    Change vs previous 13F +197 shares

    0.22% of the 13F portfolio, value $2,396,167.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 20,246 shares
    Change vs previous 13F +1,043 shares

    0.24% of the 13F portfolio, value $2,505,493.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 19,203 shares
    Change vs previous 13F +26 shares

    0.24% of the 13F portfolio, value $2,265,918.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 19,177 shares
    Change vs previous 13F -152 shares

    0.26% of the 13F portfolio, value $2,338,962.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 19,329 shares
    Change vs previous 13F +278 shares

    0.23% of the 13F portfolio, value $2,082,556.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 19,051 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,196,554.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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