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Disclosery

MATHER GROUP, LLC.: DUK position timeline

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

MATHER GROUP, LLC. held 35,549 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,549 shares
    Change vs previous 13F +25,762 shares

    0.04% of the 13F portfolio, value $4,499,795.

    13F-HR 0001527641-26-000004 filed by MATHER GROUP, 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 9,787 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $1,281,511.

    13F-HR 0001527641-26-000003 filed by MATHER GROUP, 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 9,852 shares
    Change vs previous 13F -4,358 shares

    0.01% of the 13F portfolio, value $1,154,810.

    13F-HR 0001527641-26-000001 filed by MATHER GROUP, 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 14,210 shares
    Change vs previous 13F +606 shares

    0.02% of the 13F portfolio, value $1,758,457.

    13F-HR 0001527641-25-000008 filed by MATHER GROUP, 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 13,604 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $1,605,241.

    13F-HR 0001527641-25-000006 filed by MATHER GROUP, 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 13,583 shares
    Change vs previous 13F +7,603 shares

    0.02% of the 13F portfolio, value $1,656,754.

    13F-HR 0001527641-25-000005 filed by MATHER GROUP, 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 5,980 shares
    Change vs previous 13F +899 shares

    0.01% of the 13F portfolio, value $644,282.

    13F-HR 0001527641-25-000002 filed by MATHER GROUP, 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 5,081 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $585,847.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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