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Disclosery

Invst, LLC: DUK position timeline

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

Invst, LLC held 2,902 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,902 shares
    Change vs previous 13F +105 shares

    0.04% of the 13F portfolio, value $367,315.

    13F-HR 0001867587-26-000005 filed by Invst, 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 2,797 shares
    Change vs previous 13F +135 shares

    0.04% of the 13F portfolio, value $366,202.

    13F-HR 0001867587-26-000004 filed by Invst, 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 2,662 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $312,025.

    13F-HR 0001867587-26-000002 filed by Invst, 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 2,632 shares
    Change vs previous 13F -176 shares

    0.04% of the 13F portfolio, value $325,760.

    13F-HR 0001867587-26-000001 filed by Invst, 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 2,808 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $331,370.

    13F-HR 0001867587-25-000005 filed by Invst, 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 2,796 shares
    Change vs previous 13F -258 shares

    0.05% of the 13F portfolio, value $341,012.

    13F-HR 0001867587-25-000003 filed by Invst, 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 3,054 shares
    Change vs previous 13F +471 shares

    0.04% of the 13F portfolio, value $329,028.

    13F-HR 0001867587-25-000002 filed by Invst, 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 2,583 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $297,831.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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