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Disclosery

L.M. KOHN & COMPANY: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on DUK, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 3,225 DUK shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,225 shares
    Change vs previous 13F -3,475 shares

    0.48% of the 13F portfolio, value $399,090.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,700 shares
    Change vs previous 13F -292 shares

    0.21% of the 13F portfolio, value $790,641.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,992 shares
    Change vs previous 13F -193 shares

    0.22% of the 13F portfolio, value $852,853.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,185 shares
    Change vs previous 13F +317 shares

    0.2% of the 13F portfolio, value $774,074.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,868 shares
    Change vs previous 13F +678 shares

    0.2% of the 13F portfolio, value $791,846.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,190 shares
    Change vs previous 13F +125 shares

    0.17% of the 13F portfolio, value $620,426.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,065 shares
    Change vs previous 13F +653 shares

    0.16% of the 13F portfolio, value $586,544.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,412 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $525,159.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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