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Disclosery

DOLIVER ADVISORS, LP: DUK position timeline

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

DOLIVER ADVISORS, LP held 12,674 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,674 shares
    Change vs previous 13F +26 shares

    0.32% of the 13F portfolio, value $1,444,963.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,648 shares
    Change vs previous 13F +551 shares

    0.36% of the 13F portfolio, value $1,600,984.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,097 shares
    Change vs previous 13F -336 shares

    0.36% of the 13F portfolio, value $1,583,981.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,433 shares
    Change vs previous 13F +4,556 shares

    0.36% of the 13F portfolio, value $1,457,272.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,877 shares
    Change vs previous 13F +99 shares

    0.25% of the 13F portfolio, value $974,779.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,778 shares
    Change vs previous 13F -1,558 shares

    0.25% of the 13F portfolio, value $917,804.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,336 shares
    Change vs previous 13F -400 shares

    0.32% of the 13F portfolio, value $1,138,712.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,736 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,048,957.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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