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CLIENT 1ST ADVISORY GROUP, LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on DUK, newest first. How the timeline and the estimate are built.

CLIENT 1ST ADVISORY GROUP, LLC held 1,712 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,712 shares
    Change vs previous 13F +171 shares

    0.06% of the 13F portfolio, value $216,727.

    13F-HR 0001802816-26-000003 filed by CLIENT 1ST ADVISORY GROUP, 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 1,541 shares
    Change vs previous 13F -234 shares

    0.06% of the 13F portfolio, value $201,715.

    13F-HR 0001802816-26-000002 filed by CLIENT 1ST ADVISORY GROUP, 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 1,775 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $208,043.

    13F-HR 0001802816-26-000001 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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