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Disclosery

KKM Financial LLC: DUK position timeline

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

KKM Financial LLC held 61,196 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,196 shares
    Change vs previous 13F +16,569 shares

    1.06% of the 13F portfolio, value $7,746,190.

    13F-HR 0002001943-26-000003 filed by KKM Financial 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 44,627 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $5,230,731.

    13F-HR 0002001943-26-000002 filed by KKM Financial 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 44,627 shares
    Change vs previous 13F +6,728 shares

    0.93% of the 13F portfolio, value $5,230,731.

    13F-HR 0002001943-26-000001 filed by KKM Financial 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 37,899 shares
    Change vs previous 13F +7,617 shares

    1.47% of the 13F portfolio, value $4,690,001.

    13F-HR 0002001943-25-000010 filed by KKM Financial 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 30,282 shares
    Change vs previous 13F +6,821 shares

    1.24% of the 13F portfolio, value $3,573,276.

    13F-HR 0002001943-25-000003 filed by KKM Financial 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 23,461 shares
    Change vs previous 13F +744 shares

    1.21% of the 13F portfolio, value $2,861,538.

    13F-HR 0002001943-25-000002 filed by KKM Financial 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 22,717 shares
    Change vs previous 13F +1,134 shares

    1.02% of the 13F portfolio, value $2,447,530.

    13F-HR 0002001943-25-000001 filed by KKM Financial LLC
    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 21,583 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,488,520.

    13F-HR 0002001943-24-000006 filed by KKM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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