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Disclosery

Fiduciary Alliance LLC: DUK position timeline

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

Fiduciary Alliance LLC held 26,169 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,169 shares
    Change vs previous 13F -1,282 shares

    0.22% of the 13F portfolio, value $2,983,473.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,451 shares
    Change vs previous 13F -4,860 shares

    0.23% of the 13F portfolio, value $3,474,803.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    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 32,311 shares
    Change vs previous 13F +3,421 shares

    0.25% of the 13F portfolio, value $4,135,197.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,890 shares
    Change vs previous 13F +193 shares

    0.22% of the 13F portfolio, value $3,386,191.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,697 shares
    Change vs previous 13F +50 shares

    0.24% of the 13F portfolio, value $3,551,196.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 28,647 shares
    Change vs previous 13F +11,754 shares

    0.25% of the 13F portfolio, value $3,380,311.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    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 16,893 shares
    Change vs previous 13F +1,352 shares

    0.2% of the 13F portfolio, value $2,060,464.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    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 15,541 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,674,397.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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