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Northstar Advisory Group, LLC: DUK position timeline

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

Northstar Advisory Group, LLC held 4,607 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,607 shares
    Change vs previous 13F +79 shares

    0.18% of the 13F portfolio, value $583,172.

    13F-HR 0001951757-26-001005 filed by Northstar Advisory 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 4,528 shares
    Change vs previous 13F -155 shares

    0.23% of the 13F portfolio, value $592,890.

    13F-HR 0001951757-26-000535 filed by Northstar Advisory 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 4,683 shares
    Change vs previous 13F +39 shares

    0.19% of the 13F portfolio, value $548,868.

    13F-HR 0001951757-26-000149 filed by Northstar Advisory 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 4,644 shares
    Change vs previous 13F -135 shares

    0.23% of the 13F portfolio, value $574,641.

    13F-HR 0001951757-25-001230 filed by Northstar Advisory 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 4,779 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $563,965.

    13F-HR 0001951757-25-000590 filed by Northstar Advisory 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 4,779 shares
    Change vs previous 13F -250 shares

    0.38% of the 13F portfolio, value $582,915.

    13F-HR 0001951757-25-000349 filed by Northstar Advisory 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 5,029 shares
    Change vs previous 13F -24 shares

    0.28% of the 13F portfolio, value $541,822.

    13F-HR 0001951757-25-000009 filed by Northstar Advisory 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 5,053 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $582,584.

    13F-HR 0001951757-24-001192 filed by Northstar Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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