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Disclosery

Gladstone Institutional Advisory LLC: DUK position timeline

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

Gladstone Institutional Advisory LLC held 5,333 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,333 shares
    Change vs previous 13F +516 shares

    0.02% of the 13F portfolio, value $675,015.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 4,817 shares
    Change vs previous 13F +559 shares

    0.02% of the 13F portfolio, value $630,848.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 4,258 shares
    Change vs previous 13F -181 shares

    0.02% of the 13F portfolio, value $499,157.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 4,439 shares
    Change vs previous 13F -72 shares

    0.02% of the 13F portfolio, value $549,379.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 4,511 shares
    Change vs previous 13F -397 shares

    0.02% of the 13F portfolio, value $532,338.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 4,908 shares
    Change vs previous 13F -1,064 shares

    0.03% of the 13F portfolio, value $598,614.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 5,972 shares
    Change vs previous 13F -81 shares

    0.03% of the 13F portfolio, value $643,476.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 6,053 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $697,877.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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