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Disclosery

James T. Borello RIA: DUK position timeline

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

James T. Borello RIA held 303 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 303 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $34,545.

    13F-HR 0002157919-26-000001 filed by James T. Borello RIA
    Accepted , ingested

  2. period ended2026-06-30
    13F 281 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $35,569.

    13F-HR 0002157919-26-000015 filed by James T. Borello RIA
    Accepted , ingested

  3. period ended2026-03-31
    13F 239 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $31,295.

    13F-HR 0002157919-26-000014 filed by James T. Borello RIA
    Accepted , ingested

  4. period ended2025-12-31
    13F 96 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $11,252.

    13F-HR 0002157919-26-000013 filed by James T. Borello RIA
    Accepted , ingested

  5. period ended2025-09-30
    13F 60 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $7,425.

    13F-HR 0002157919-26-000012 filed by James T. Borello RIA
    Accepted , ingested

  6. period ended2025-06-30
    13F 17 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,006.

    13F-HR 0002157919-26-000011 filed by James T. Borello RIA
    Accepted , ingested