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Disclosery

Edge Capital Group, LLC: DUK position timeline

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

Edge Capital Group, LLC held 9,865 DUK shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,865 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $1,062,874.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,857 shares
    Change vs previous 13F -256 shares

    0.05% of the 13F portfolio, value $1,136,530.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 10,113 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $1,013,591.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 10,104 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $977,186.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 10,121 shares
    Change vs previous 13F -182 shares

    0.05% of the 13F portfolio, value $982,095.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 10,303 shares
    Change vs previous 13F -28,966 shares

    0.06% of the 13F portfolio, value $909,353.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 39,269 shares
    Change vs previous 13F -1,161 shares

    0.2% of the 13F portfolio, value $3,524,041.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 40,430 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,900,260.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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