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Disclosery

Northstar Financial Companies, Inc.: DUK position timeline

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

Northstar Financial Companies, Inc. held 7,187 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,187 shares
    Change vs previous 13F +1,043 shares

    0.61% of the 13F portfolio, value $909,739.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, Inc.
    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 6,144 shares
    Change vs previous 13F -4,053 shares

    0.64% of the 13F portfolio, value $804,550.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, Inc.
    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 10,197 shares
    Change vs previous 13F -2,938 shares

    0.95% of the 13F portfolio, value $1,195,195.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, Inc.
    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 13,135 shares
    Change vs previous 13F +3,046 shares

    1.5% of the 13F portfolio, value $1,625,501.

    13F-HR 0001765380-25-000466 filed by Northstar Financial Companies, Inc.
    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 10,089 shares
    Change vs previous 13F +2,760 shares

    1.24% of the 13F portfolio, value $1,190,470.

    13F-HR 0001765380-25-000327 filed by Northstar Financial Companies, Inc.
    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 7,329 shares
    Change vs previous 13F +669 shares

    0.97% of the 13F portfolio, value $893,928.

    13F-HR 0001765380-25-000231 filed by Northstar Financial Companies, Inc.
    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 6,660 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $717,566.

    13F-HR 0001765380-25-000140 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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