Skip to content
Disclosery

Marotta Asset Management: DUK position timeline

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

Marotta Asset Management held 3,266 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,266 shares
    Change vs previous 13F -199 shares

    0.06% of the 13F portfolio, value $372,363.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,465 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $435,780.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,461 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $453,024.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,460 shares
    Change vs previous 13F -505 shares

    0.08% of the 13F portfolio, value $405,528.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,965 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $485,239.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,964 shares
    Change vs previous 13F -63 shares

    0.09% of the 13F portfolio, value $467,707.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,027 shares
    Change vs previous 13F +45 shares

    0.09% of the 13F portfolio, value $464,349.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,982 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $429,390.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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