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Coston, McIsaac & Partners: DUK position timeline

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

Coston, McIsaac & Partners held 890 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 890 shares
    Change vs previous 13F +62 shares

    0.02% of the 13F portfolio, value $112,000.

    13F-HR 0001945037-26-000003 filed by Coston, McIsaac & Partners
    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 828 shares
    Change vs previous 13F -44 shares

    0.02% of the 13F portfolio, value $108,000.

    13F-HR 0001945037-26-000002 filed by Coston, McIsaac & Partners
    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 872 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $102,000.

    13F-HR 0001945037-26-000001 filed by Coston, McIsaac & Partners
    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 885 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $109,000.

    13F-HR 0001945037-25-000005 filed by Coston, McIsaac & Partners
    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 918 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $108,000.

    13F-HR 0001945037-25-000004 filed by Coston, McIsaac & Partners
    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 914 shares
    Change vs previous 13F +86 shares

    0.03% of the 13F portfolio, value $111,000.

    13F-HR 0001945037-25-000003 filed by Coston, McIsaac & Partners
    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 828 shares
    Change vs previous 13F -311 shares

    0.03% of the 13F portfolio, value $89,000.

    13F-HR 0001945037-25-000001 filed by Coston, McIsaac & Partners
    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 1,139 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $131,000.

    13F-HR 0001945037-24-000004 filed by Coston, McIsaac & Partners
    Filed (acceptance time not in the bulk data set), ingested

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