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FORTE CAPITAL LLC /ADV: DUK position timeline

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

FORTE CAPITAL LLC /ADV held 22,988 DUK shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 22,988 shares
    Change vs previous 13F -209 shares

    0.29% of the 13F portfolio, value $2,712,526.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 23,197 shares
    Change vs previous 13F +569 shares

    0.34% of the 13F portfolio, value $2,829,396.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 22,628 shares
    Change vs previous 13F -238 shares

    0.27% of the 13F portfolio, value $2,437,935.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 22,866 shares
    Change vs previous 13F -722 shares

    0.3% of the 13F portfolio, value $2,636,454.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 23,588 shares
    Change vs previous 13F -263 shares

    0.29% of the 13F portfolio, value $2,364,273.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 23,851 shares
    Change vs previous 13F +1,694 shares

    0.29% of the 13F portfolio, value $2,306,674.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 22,157 shares
    Change vs previous 13F -322 shares

    0.29% of the 13F portfolio, value $2,150,135.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 22,479 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,984,005.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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