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LYNCH & ASSOCIATES/IN: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on DUK, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 31,308 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,308 shares
    Change vs previous 13F +542 shares

    0.69% of the 13F portfolio, value $3,963,030.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 30,766 shares
    Change vs previous 13F +34 shares

    0.76% of the 13F portfolio, value $4,028,565.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 30,732 shares
    Change vs previous 13F -695 shares

    0.68% of the 13F portfolio, value $3,602,156.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 31,427 shares
    Change vs previous 13F -310 shares

    0.75% of the 13F portfolio, value $3,889,153.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 31,737 shares
    Change vs previous 13F +795 shares

    0.75% of the 13F portfolio, value $3,745,025.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 30,942 shares
    Change vs previous 13F -428 shares

    0.82% of the 13F portfolio, value $3,774,057.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 31,370 shares
    Change vs previous 13F -222 shares

    0.73% of the 13F portfolio, value $3,379,804.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 31,592 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,642,558.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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