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Disclosery

J.W. COLE ADVISORS, INC.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on DUK, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 85,648 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,648 shares
    Change vs previous 13F -6,354 shares

    0.19% of the 13F portfolio, value $10,841,348.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 92,002 shares
    Change vs previous 13F -569 shares

    0.41% of the 13F portfolio, value $12,046,707.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 92,571 shares
    Change vs previous 13F +2,464 shares

    0.25% of the 13F portfolio, value $10,210,420.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    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 90,107 shares
    Change vs previous 13F +1,789 shares

    0.21% of the 13F portfolio, value $11,150,709.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    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 88,318 shares
    Change vs previous 13F -5,612 shares

    0.22% of the 13F portfolio, value $10,421,467.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    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 93,930 shares
    Change vs previous 13F +57,044 shares

    0.36% of the 13F portfolio, value $11,456,609.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    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 36,886 shares
    Change vs previous 13F +5,749 shares

    0.16% of the 13F portfolio, value $3,974,092.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
    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 31,137 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,590,044.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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