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
- period ended2021-09-3013F 3,021 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-06-3013F 3,230 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-03-3113F 3,055 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-12-3113F 3,673 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-09-3013F 3,654 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-06-3013F 3,136 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-03-3113F 3,125 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-12-3113F 3,114 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).