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Disclosery

Formidable Asset Management, LLC: DUK position timeline

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

Formidable Asset Management, LLC held 10,080 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,080 shares
    Change vs previous 13F -15 shares

    0.21% of the 13F portfolio, value $1,319,876.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 10,095 shares
    Change vs previous 13F -3 shares

    0.18% of the 13F portfolio, value $1,183,248.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, 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 10,098 shares
    Change vs previous 13F -1,016 shares

    0.18% of the 13F portfolio, value $1,249,654.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, 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 11,114 shares
    Change vs previous 13F -536 shares

    0.21% of the 13F portfolio, value $1,311,428.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, 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 11,650 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,420,980.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, 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 11,650 shares
    Change vs previous 13F -2,403 shares

    0.24% of the 13F portfolio, value $1,420,980.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, 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 14,053 shares
    Change vs previous 13F -376 shares

    0.25% of the 13F portfolio, value $1,514,072.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,429 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,663,672.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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