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FinTrust Capital Advisors, LLC: DUK position timeline

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

FinTrust Capital Advisors, LLC held 33,520 DUK shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 33,520 shares
    Change vs previous 13F +3,635 shares

    0.66% of the 13F portfolio, value $3,864,910.

    13F-HR 0001104659-24-107966 filed by FinTrust Capital 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 ended2024-06-30
    13F 29,885 shares
    Change vs previous 13F +3,608 shares

    0.55% of the 13F portfolio, value $2,995,374.

    13F-HR 0001104659-24-082123 filed by FinTrust Capital 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 ended2024-03-31
    13F 26,277 shares
    Change vs previous 13F +3,031 shares

    0.49% of the 13F portfolio, value $2,541,202.

    13F-HR 0001104659-24-056078 filed by FinTrust Capital 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 ended2023-12-31
    13F 23,246 shares
    Change vs previous 13F -16 shares

    0.45% of the 13F portfolio, value $2,255,840.

    13F-HR 0001104659-24-017192 filed by FinTrust Capital 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 ended2023-09-30
    13F 23,262 shares
    Change vs previous 13F +1,455 shares

    0.46% of the 13F portfolio, value $2,053,102.

    13F-HR 0001104659-23-111012 filed by FinTrust Capital 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 ended2023-06-30
    13F 21,807 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,245,893.

    13F-HR 0001104659-23-083815 filed by FinTrust Capital 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 ended2023-03-31
    13F 21,807 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,245,893.

    13F-HR 0001104659-23-046571 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 21,807 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,245,893.

    13F-HR 0001104659-23-021512 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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