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Disclosery

Haverford Trust Co: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Haverford Trust Co on DUK, newest first. How the timeline and the estimate are built.

Haverford Trust Co held 10,584 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 10,584 shares
    Change vs previous 13F -975 shares

    0.01% of the 13F portfolio, value $1,339,723.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 11,559 shares
    Change vs previous 13F +1,542 shares

    0.01% of the 13F portfolio, value $1,513,535.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 10,017 shares
    Change vs previous 13F +310 shares

    0.01% of the 13F portfolio, value $1,174,093.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 9,707 shares
    Change vs previous 13F -490 shares

    0.01% of the 13F portfolio, value $1,201,241.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 10,197 shares
    Change vs previous 13F -605 shares

    0.01% of the 13F portfolio, value $1,203,246.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 10,802 shares
    Change vs previous 13F +1,331 shares

    0.01% of the 13F portfolio, value $1,317,520.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 9,471 shares
    Change vs previous 13F -3,071 shares

    0.01% of the 13F portfolio, value $1,020,406.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 12,542 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,446,093.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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