JNBA Financial Advisors: DUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JNBA Financial Advisors on DUK, newest first. How the timeline and the estimate are built.
JNBA Financial Advisors held 237 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 237 sharesChange vs previous 13F +14 shares
<0.01% of the 13F portfolio, value $30,000.
13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 223 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $29,200.
13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 223 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $26,138.
13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 223 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $27,597.
13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 223 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $26,314.
13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 223 sharesChange vs previous 13F -53 shares
<0.01% of the 13F portfolio, value $27,200.
13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 276 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $29,737.
13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 276 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $31,823.
13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).