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HYMAN CHARLES D: DUK position timeline

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

HYMAN CHARLES D held 170,889 DUK shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 170,889 shares
    Change vs previous 13F -1,446 shares

    0.95% of the 13F portfolio, value $17,128,000.

    13F-HR 0001135077-24-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 172,335 shares
    Change vs previous 13F -469 shares

    0.92% of the 13F portfolio, value $16,667,000.

    13F-HR 0001135077-24-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 172,804 shares
    Change vs previous 13F -3,887 shares

    1% of the 13F portfolio, value $16,769,000.

    13F-HR 0001135077-24-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 176,691 shares
    Change vs previous 13F -204 shares

    1.01% of the 13F portfolio, value $15,595,000.

    13F-HR 0001135077-23-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 176,895 shares
    Change vs previous 13F -287 shares

    1% of the 13F portfolio, value $15,875,000.

    13F-HR 0001135077-23-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 177,182 shares
    Change vs previous 13F -252 shares

    1.14% of the 13F portfolio, value $17,093,000.

    13F-HR 0001135077-23-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 177,434 shares
    Change vs previous 13F -567 shares

    1.25% of the 13F portfolio, value $18,274,000.

    13F-HR 0001135077-23-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 178,001 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $16,558,000.

    13F-HR 0001135077-22-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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