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Disclosery

LifePlan Financial, LLC: DUK position timeline

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

LifePlan Financial, LLC held 11,736 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,736 shares
    Change vs previous 13F +90 shares

    1.04% of the 13F portfolio, value $1,485,543.

    13F-HR 0001739485-26-000004 filed by LifePlan 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 11,646 shares
    Change vs previous 13F +895 shares

    1.13% of the 13F portfolio, value $1,524,927.

    13F-HR 0001739485-26-000002 filed by LifePlan 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 10,751 shares
    Change vs previous 13F +543 shares

    0.97% of the 13F portfolio, value $1,260,125.

    13F-HR 0001739485-26-000001 filed by LifePlan 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 10,208 shares
    Change vs previous 13F +209 shares

    1% of the 13F portfolio, value $1,263,240.

    13F-HR 0001739485-25-000006 filed by LifePlan 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 9,999 shares
    Change vs previous 13F +469 shares

    0.98% of the 13F portfolio, value $1,179,882.

    13F-HR 0001739485-25-000003 filed by LifePlan 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 9,530 shares
    Change vs previous 13F +1,553 shares

    1.01% of the 13F portfolio, value $1,162,374.

    13F-HR 0001739485-25-000002 filed by LifePlan 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 7,977 shares
    Change vs previous 13F +1,748 shares

    0.76% of the 13F portfolio, value $859,442.

    13F-HR 0001739485-25-000001 filed by LifePlan 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 6,229 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $718,204.

    13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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