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Disclosery

KPP Advisory Services LLC: DUK position timeline

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

KPP Advisory Services LLC held 4,376 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,376 shares
    Change vs previous 13F -33 shares

    0.07% of the 13F portfolio, value $553,913.

    13F-HR 0002085853-26-000853 filed by KPP Advisory Services 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 4,409 shares
    Change vs previous 13F +95 shares

    0.08% of the 13F portfolio, value $577,274.

    13F-HR 0002085853-26-000495 filed by KPP Advisory Services 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 4,314 shares
    Change vs previous 13F -53 shares

    0.07% of the 13F portfolio, value $505,646.

    13F-HR 0002085853-26-000162 filed by KPP Advisory Services 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 4,367 shares
    Change vs previous 13F -619 shares

    0.08% of the 13F portfolio, value $540,427.

    13F-HR 0002085853-25-000214 filed by KPP Advisory Services 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/A 4,986 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $588,378.

    13F-HR/A 0001667731-25-001015 filed by KPP Advisory Services 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 4,986 shares
    Change vs previous 13F +760 shares

    0.12% of the 13F portfolio, value $608,174.

    13F-HR 0001667731-25-000500 filed by KPP Advisory Services 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 4,226 shares
    Change vs previous 13F +670 shares

    0.11% of the 13F portfolio, value $455,331.

    13F-HR 0001667731-25-000119 filed by KPP Advisory Services 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 3,556 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $409,982.

    13F-HR 0001989349-24-000002 filed by KPP Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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