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J.P. Marvel Investment Advisors, LLC: DUK position timeline

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

J.P. Marvel Investment Advisors, LLC held 1,811 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,811 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $229,237.

    13F-HR 0001172661-26-002990 filed by J.P. Marvel Investment Advisors, 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 1,811 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $237,133.

    13F-HR 0001172661-26-001610 filed by J.P. Marvel Investment Advisors, 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 1,811 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $212,268.

    13F-HR 0001172661-26-000373 filed by J.P. Marvel Investment Advisors, 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 1,811 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $224,112.

    13F-HR 0001172661-25-004713 filed by J.P. Marvel Investment Advisors, 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 1,811 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $213,698.

    13F-HR 0001172661-25-003367 filed by J.P. Marvel Investment Advisors, 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 1,811 shares
    Change vs previous 13F +1,811 shares

    0.04% of the 13F portfolio, value $220,888.

    13F-HR 0001172661-25-001593 filed by J.P. Marvel Investment Advisors, 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 0 shares
    Change vs previous 13F -1,811 shares

    13F-HR 0001172661-25-000429 filed by J.P. Marvel Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,811 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $208,809.

    13F-HR 0001172661-24-004428 filed by J.P. Marvel Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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