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INDEPENDENT FINANCIAL GROUP, LLC: DUK position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 11,615 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,615 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $1,324,201.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,565 shares
    Change vs previous 13F +146 shares

    0.03% of the 13F portfolio, value $1,463,903.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 11,419 shares
    Change vs previous 13F +171 shares

    0.03% of the 13F portfolio, value $1,495,251.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,248 shares
    Change vs previous 13F -148 shares

    0.03% of the 13F portfolio, value $1,318,371.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,396 shares
    Change vs previous 13F +144 shares

    0.03% of the 13F portfolio, value $1,410,218.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,252 shares
    Change vs previous 13F +121 shares

    0.04% of the 13F portfolio, value $1,327,749.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,131 shares
    Change vs previous 13F +3,816 shares

    0.05% of the 13F portfolio, value $1,357,588.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,315 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $788,072.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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