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Disclosery

Old North State Trust, LLC: DUK position timeline

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

Old North State Trust, LLC held 31,580 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,580 shares
    Change vs previous 13F +1,039 shares

    2.06% of the 13F portfolio, value $3,997,000.

    13F-HR 0001760444-26-000003 filed by Old North State Trust, 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 30,541 shares
    Change vs previous 13F -193 shares

    2.37% of the 13F portfolio, value $3,999,000.

    13F-HR 0001760444-26-000002 filed by Old North State Trust, 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 30,734 shares
    Change vs previous 13F +4,005 shares

    2.13% of the 13F portfolio, value $3,602,000.

    13F-HR 0001760444-26-000001 filed by Old North State Trust, 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 26,729 shares
    Change vs previous 13F -194 shares

    2.01% of the 13F portfolio, value $3,308,000.

    13F-HR 0001760444-25-000006 filed by Old North State Trust, 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 26,923 shares
    Change vs previous 13F +55 shares

    2.17% of the 13F portfolio, value $3,177,000.

    13F-HR 0001760444-25-000003 filed by Old North State Trust, 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 26,868 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $2,895,000.

    13F-HR 0001760444-25-000002 filed by Old North State Trust, 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 26,868 shares
    Change vs previous 13F -257 shares

    1.84% of the 13F portfolio, value $2,895,000.

    13F-HR 0001760444-25-000001 filed by Old North State Trust, 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 27,125 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $3,128,000.

    13F-HR 0001760444-24-000005 filed by Old North State Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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