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Disclosery

Keystone Financial Group: DUK position timeline

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

Keystone Financial Group held 12,585 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,585 shares
    Change vs previous 13F +682 shares

    0.09% of the 13F portfolio, value $1,592,967.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    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 11,903 shares
    Change vs previous 13F +676 shares

    0.11% of the 13F portfolio, value $1,558,622.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    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 11,227 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $1,315,876.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    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/A 11,185 shares
    Change vs previous 13F +387 shares

    0.11% of the 13F portfolio, value $1,384,084.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    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 10,798 shares
    Change vs previous 13F +300 shares

    0.11% of the 13F portfolio, value $1,274,195.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    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 10,498 shares
    Change vs previous 13F +171 shares

    0.13% of the 13F portfolio, value $1,280,437.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    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 10,327 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $1,112,620.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    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/A 10,332 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,191,226.

    13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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