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Disclosery

MTM Investment Management, LLC: DUK position timeline

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

MTM Investment Management, LLC held 12,516 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,516 shares
    Change vs previous 13F -120 shares

    0.45% of the 13F portfolio, value $1,584,283.

    13F-HR 0001398344-26-013346 filed by MTM Investment Management, 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 12,636 shares
    Change vs previous 13F +11 shares

    0.52% of the 13F portfolio, value $1,654,551.

    13F-HR 0001398344-26-008606 filed by MTM Investment Management, 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 12,625 shares
    Change vs previous 13F -267 shares

    0.47% of the 13F portfolio, value $1,479,802.

    13F-HR 0001398344-26-002527 filed by MTM Investment Management, 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 12,892 shares
    Change vs previous 13F +19 shares

    0.51% of the 13F portfolio, value $1,595,358.

    13F-HR 0001398344-25-020204 filed by MTM Investment Management, 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 12,873 shares
    Change vs previous 13F -342 shares

    0.51% of the 13F portfolio, value $1,519,070.

    13F-HR 0001398344-25-014865 filed by MTM Investment Management, 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 13,215 shares
    Change vs previous 13F +19 shares

    0.62% of the 13F portfolio, value $1,599,921.

    13F-HR 0001398344-25-008455 filed by MTM Investment Management, 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 13,196 shares
    Change vs previous 13F -36 shares

    0.55% of the 13F portfolio, value $1,421,778.

    13F-HR 0001398344-25-001393 filed by MTM Investment Management, 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 13,232 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,509,058.

    13F-HR 0001398344-24-020363 filed by MTM Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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