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Global Retirement Partners, LLC: DUK position timeline

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

Global Retirement Partners, LLC held 66,982 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,982 shares
    Change vs previous 13F +4,161 shares

    0.13% of the 13F portfolio, value $8,478,600.

    13F-HR 0001580642-26-004976 filed by Global Retirement 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 ended2025-12-31
    13F 62,821 shares
    Change vs previous 13F +14,365 shares

    0.13% of the 13F portfolio, value $7,363,274.

    13F-HR 0001580642-26-000877 filed by Global Retirement 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 ended2025-09-30
    13F 48,456 shares
    Change vs previous 13F +5,308 shares

    0.13% of the 13F portfolio, value $5,996,374.

    13F-HR 0001580642-25-006659 filed by Global Retirement 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 ended2025-06-30
    13F 43,148 shares
    Change vs previous 13F +11,832 shares

    0.13% of the 13F portfolio, value $5,091,419.

    13F-HR 0001580642-25-005069 filed by Global Retirement 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 ended2024-12-31
    13F 31,316 shares
    Change vs previous 13F -604 shares

    0.1% of the 13F portfolio, value $3,374,000.

    13F-HR 0001580642-25-000642 filed by Global Retirement 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 ended2024-09-30
    13F 31,920 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,680,336.

    13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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