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LBMC INVESTMENT ADVISORS, LLC: DUK position timeline

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

LBMC INVESTMENT ADVISORS, LLC held 0 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,541 shares

    13F-HR 0001172661-26-003190 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,541 shares
    Change vs previous 13F -1,154 shares

    0.01% of the 13F portfolio, value $201,838.

    13F-HR 0001172661-26-001936 filed by LBMC INVESTMENT ADVISORS, 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 2,695 shares
    Change vs previous 13F -1,540 shares

    0.02% of the 13F portfolio, value $315,938.

    13F-HR 0001172661-26-000676 filed by LBMC INVESTMENT ADVISORS, 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 4,235 shares
    Change vs previous 13F +992 shares

    0.03% of the 13F portfolio, value $524,128.

    13F-HR 0001214659-25-014727 filed by LBMC INVESTMENT ADVISORS, 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 3,243 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $382,714.

    13F-HR 0001214659-25-010206 filed by LBMC INVESTMENT ADVISORS, 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 3,242 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $395,461.

    13F-HR 0001214659-25-005648 filed by LBMC INVESTMENT ADVISORS, 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 3,241 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $349,214.

    13F-HR 0001214659-25-000798 filed by LBMC INVESTMENT ADVISORS, 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 3,240 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $373,589.

    13F-HR 0001214659-24-017274 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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