DAVIS R M INC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS R M INC on DUK, newest first. How the timeline and the estimate are built.

DAVIS R M INC held 3,373 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 3,373 shares
Change vs previous 13F -55 shares
0.01% of the 13F portfolio, value $426,955.
13F-HR 0000891287-26-000006 filed by DAVIS R M INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,428 shares
Change vs previous 13F -637 shares
0.01% of the 13F portfolio, value $448,863.
13F-HR 0000891287-26-000003 filed by DAVIS R M INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,065 shares
Change vs previous 13F +675 shares
0.01% of the 13F portfolio, value $476,484.
13F-HR 0000891287-26-000002 filed by DAVIS R M INC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,390 shares
Change vs previous 13F -1,025 shares
0.01% of the 13F portfolio, value $419,540.
13F-HR 0000891287-25-000010 filed by DAVIS R M INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,415 shares
Change vs previous 13F -195 shares
0.01% of the 13F portfolio, value $520,996.
13F-HR 0000891287-25-000005 filed by DAVIS R M INC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,610 shares
Change vs previous 13F -176 shares
0.01% of the 13F portfolio, value $562,274.
13F-HR 0000891287-25-000004 filed by DAVIS R M INC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,786 shares
Change vs previous 13F +971 shares
0.01% of the 13F portfolio, value $515,637.
13F-HR 0000891287-25-000002 filed by DAVIS R M INC
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,815 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $439,863.
13F-HR 0000891287-24-000011 filed by DAVIS R M INC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).