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Garton & Associates Financial Advisors LLC: DUK position timeline

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

Garton & Associates Financial Advisors LLC held 16,757 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,757 shares
    Change vs previous 13F +737 shares

    4.8% of the 13F portfolio, value $2,121,157.

    13F-HR 0002109857-26-000003 filed by Garton & Associates Financial Advisors 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 16,020 shares
    Change vs previous 13F -3,136 shares

    1.72% of the 13F portfolio, value $2,097,659.

    13F-HR 0002109857-26-000002 filed by Garton & Associates Financial Advisors 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 19,156 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,245,209.

    13F-HR 0002109857-26-000001 filed by Garton & Associates Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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