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Disclosery

Clearstead Advisors, LLC: DUK position timeline

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

Clearstead Advisors, LLC held 48,296 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,296 shares
    Change vs previous 13F +1,680 shares

    0.06% of the 13F portfolio, value $6,113,250.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 46,616 shares
    Change vs previous 13F +1,207 shares

    0.06% of the 13F portfolio, value $6,103,929.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 45,409 shares
    Change vs previous 13F -6,728 shares

    0.07% of the 13F portfolio, value $5,322,429.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 52,137 shares
    Change vs previous 13F +426 shares

    0.09% of the 13F portfolio, value $6,451,915.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 51,711 shares
    Change vs previous 13F +846 shares

    0.09% of the 13F portfolio, value $6,101,840.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 50,865 shares
    Change vs previous 13F +8,283 shares

    0.1% of the 13F portfolio, value $6,204,022.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 42,582 shares
    Change vs previous 13F +97 shares

    0.07% of the 13F portfolio, value $4,587,786.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 42,485 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,898,459.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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