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Disclosery

Ellsworth Advisors, LLC: DUK position timeline

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

Ellsworth Advisors, LLC held 58,018 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,018 shares
    Change vs previous 13F +3,278 shares

    1.19% of the 13F portfolio, value $7,214,007.

    13F-HR 0001843553-26-000004 filed by Ellsworth Advisors, 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 54,740 shares
    Change vs previous 13F +2,815 shares

    1.35% of the 13F portfolio, value $7,167,601.

    13F-HR 0001843553-26-000003 filed by Ellsworth Advisors, 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 51,925 shares
    Change vs previous 13F +3,575 shares

    1.22% of the 13F portfolio, value $6,173,899.

    13F-HR 0001843553-26-000001 filed by Ellsworth Advisors, LLC
    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 48,350 shares
    Change vs previous 13F -1,348 shares

    1.33% of the 13F portfolio, value $6,221,162.

    13F-HR 0001843553-25-000008 filed by Ellsworth Advisors, LLC
    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 49,698 shares
    Change vs previous 13F -281 shares

    1.43% of the 13F portfolio, value $5,864,390.

    13F-HR 0001843553-25-000007 filed by Ellsworth Advisors, LLC
    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 49,979 shares
    Change vs previous 13F +561 shares

    1.6% of the 13F portfolio, value $6,095,999.

    13F-HR 0001843553-25-000004 filed by Ellsworth Advisors, LLC
    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 49,418 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $5,324,347.

    13F-HR 0001843553-25-000001 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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