Skip to content
Disclosery

IEQ CAPITAL, LLC: DUK position timeline

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

IEQ CAPITAL, LLC held 21,133 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 21,133 shares
    Change vs previous 13F +262 shares

    0.01% of the 13F portfolio, value $2,675,034.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 20,871 shares
    Change vs previous 13F +1,344 shares

    0.01% of the 13F portfolio, value $2,732,863.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 19,527 shares
    Change vs previous 13F -5,763 shares

    0.01% of the 13F portfolio, value $2,288,794.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 25,290 shares
    Change vs previous 13F -3,377 shares

    0.01% of the 13F portfolio, value $3,129,705.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 28,667 shares
    Change vs previous 13F -21,805 shares

    0.02% of the 13F portfolio, value $3,382,669.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 50,472 shares
    Change vs previous 13F +16,871 shares

    0.05% of the 13F portfolio, value $6,156,052.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 33,601 shares
    Change vs previous 13F -19,618 shares

    0.03% of the 13F portfolio, value $3,620,145.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 53,219 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,136,194.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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