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Disclosery

Compound Planning, Inc.: DUK position timeline

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

Compound Planning, Inc. held 22,987 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 22,987 shares
    Change vs previous 13F +1,567 shares

    0.08% of the 13F portfolio, value $2,909,748.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 21,420 shares
    Change vs previous 13F +1,389 shares

    0.09% of the 13F portfolio, value $2,804,684.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 20,031 shares
    Change vs previous 13F +4,945 shares

    0.07% of the 13F portfolio, value $2,347,808.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    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 15,086 shares
    Change vs previous 13F +992 shares

    0.06% of the 13F portfolio, value $1,866,920.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    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 14,094 shares
    Change vs previous 13F -535 shares

    0.06% of the 13F portfolio, value $1,663,099.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    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 14,629 shares
    Change vs previous 13F +1,337 shares

    0.08% of the 13F portfolio, value $1,784,324.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    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 13,292 shares
    Change vs previous 13F +915 shares

    0.07% of the 13F portfolio, value $1,432,099.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    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 12,377 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,427,043.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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