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Disclosery

Founders Financial Alliance, LLC: DUK position timeline

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

Founders Financial Alliance, LLC held 61,987 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,987 shares
    Change vs previous 13F +1,872 shares

    1.04% of the 13F portfolio, value $7,846,334.

    13F-HR 0001398344-26-013459 filed by Founders Financial Alliance, 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 60,115 shares
    Change vs previous 13F +1,864 shares

    1.42% of the 13F portfolio, value $7,871,422.

    13F-HR 0001398344-26-008920 filed by Founders Financial Alliance, 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 58,251 shares
    Change vs previous 13F +966 shares

    1.29% of the 13F portfolio, value $6,827,667.

    13F-HR 0001398344-26-002808 filed by Founders Financial Alliance, 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 57,285 shares
    Change vs previous 13F +1,538 shares

    1.34% of the 13F portfolio, value $7,088,936.

    13F-HR 0001398344-25-020494 filed by Founders Financial Alliance, 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 55,747 shares
    Change vs previous 13F +232 shares

    1.5% of the 13F portfolio, value $6,578,103.

    13F-HR 0001398344-25-015014 filed by Founders Financial Alliance, 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 55,515 shares
    Change vs previous 13F +1,267 shares

    1.64% of the 13F portfolio, value $6,771,088.

    13F-HR 0001398344-25-009151 filed by Founders Financial Alliance, 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 54,248 shares
    Change vs previous 13F -2,349 shares

    1.61% of the 13F portfolio, value $5,844,702.

    13F-HR 0001398344-25-002203 filed by Founders Financial Alliance, 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 56,597 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $6,525,687.

    13F-HR 0001398344-24-019768 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

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