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Independent Advisor Alliance: DUK position timeline

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

Independent Advisor Alliance held 123,435 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 123,435 shares
    Change vs previous 13F +5,158 shares

    0.37% of the 13F portfolio, value $15,624,412.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 118,277 shares
    Change vs previous 13F -19,346 shares

    0.17% of the 13F portfolio, value $15,487,218.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 137,623 shares
    Change vs previous 13F +939 shares

    0.39% of the 13F portfolio, value $16,130,707.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 136,684 shares
    Change vs previous 13F +1,402 shares

    0.44% of the 13F portfolio, value $16,914,726.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 135,282 shares
    Change vs previous 13F +223 shares

    0.46% of the 13F portfolio, value $15,963,311.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 135,059 shares
    Change vs previous 13F +1,191 shares

    0.54% of the 13F portfolio, value $16,473,244.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 133,868 shares
    Change vs previous 13F +16,070 shares

    0.19% of the 13F portfolio, value $14,423,007.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 117,798 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $13,582,124.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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