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Disclosery

CHOREO, LLC: DUK position timeline

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

CHOREO, LLC held 52,131 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,131 shares
    Change vs previous 13F +619 shares

    0.07% of the 13F portfolio, value $6,598,914.

    13F-HR 0001214659-26-009507 filed by CHOREO, 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 51,512 shares
    Change vs previous 13F +1,063 shares

    0.08% of the 13F portfolio, value $6,745,014.

    13F-HR 0001214659-26-006019 filed by CHOREO, 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 50,449 shares
    Change vs previous 13F +1,877 shares

    0.08% of the 13F portfolio, value $5,936,820.

    13F-HR 0001214659-26-000775 filed by CHOREO, 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 48,572 shares
    Change vs previous 13F +5,479 shares

    0.08% of the 13F portfolio, value $6,010,825.

    13F-HR 0001214659-25-016169 filed by CHOREO, 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 43,093 shares
    Change vs previous 13F +592 shares

    0.07% of the 13F portfolio, value $5,084,928.

    13F-HR 0001214659-25-011879 filed by CHOREO, 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 42,501 shares
    Change vs previous 13F -2,270 shares

    0.08% of the 13F portfolio, value $5,183,899.

    13F-HR 0001214659-25-006995 filed by CHOREO, 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 44,771 shares
    Change vs previous 13F -1,626 shares

    0.07% of the 13F portfolio, value $4,823,055.

    13F-HR 0001214659-25-001353 filed by CHOREO, 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 46,397 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,392,248.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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