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FMA ADVISORY INC: DUK position timeline

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

FMA ADVISORY INC held 3,021 DUK shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 3,021 shares
    Change vs previous 13F -209 shares

    0.11% of the 13F portfolio, value $295,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 3,230 shares
    Change vs previous 13F +175 shares

    0.12% of the 13F portfolio, value $319,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 3,055 shares
    Change vs previous 13F -618 shares

    0.09% of the 13F portfolio, value $295,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 3,673 shares
    Change vs previous 13F +19 shares

    0.11% of the 13F portfolio, value $336,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 3,654 shares
    Change vs previous 13F +518 shares

    0.13% of the 13F portfolio, value $324,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 3,136 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $251,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 3,125 shares
    Change vs previous 13F +11 shares

    0.14% of the 13F portfolio, value $253,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 3,114 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $284,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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