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Constant Guidance Financial LLC: DUK position timeline

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

Constant Guidance Financial LLC held 21,780 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,780 shares
    Change vs previous 13F +9,180 shares

    1.73% of the 13F portfolio, value $2,756,912.

    13F-HR 0001995383-26-000005 filed by Constant Guidance Financial 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 12,600 shares
    Change vs previous 13F +4,300 shares

    1.14% of the 13F portfolio, value $1,649,844.

    13F-HR 0001995383-26-000004 filed by Constant Guidance Financial 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 8,300 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $972,843.

    13F-HR 0001995383-26-000003 filed by Constant Guidance Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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