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FourThought Financial Partners, LLC: DUK position timeline

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

FourThought Financial Partners, LLC held 36,411 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,411 shares
    Change vs previous 13F +1,716 shares

    0.36% of the 13F portfolio, value $4,608,845.

    13F-HR 0001765380-26-000356 filed by FourThought Financial Partners, 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 34,695 shares
    Change vs previous 13F +1,226 shares

    0.39% of the 13F portfolio, value $4,543,014.

    13F-HR 0001765380-26-000183 filed by FourThought Financial Partners, 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 33,469 shares
    Change vs previous 13F -218 shares

    0.33% of the 13F portfolio, value $3,922,853.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, 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 33,687 shares
    Change vs previous 13F +2,438 shares

    0.37% of the 13F portfolio, value $4,168,770.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, 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 31,249 shares
    Change vs previous 13F +2,927 shares

    0.36% of the 13F portfolio, value $3,687,356.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, 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 28,322 shares
    Change vs previous 13F +3,836 shares

    0.36% of the 13F portfolio, value $3,454,465.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, 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 24,486 shares
    Change vs previous 13F +3,170 shares

    0.27% of the 13F portfolio, value $2,638,211.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, 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 21,316 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,457,715.

    13F-HR 0001765380-24-000449 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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