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OneDigital Investment Advisors LLC: DUK position timeline

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

OneDigital Investment Advisors LLC held 39,454 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,454 shares
    Change vs previous 13F -314 shares

    0.04% of the 13F portfolio, value $4,994,075.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors 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 39,768 shares
    Change vs previous 13F -4,866 shares

    0.05% of the 13F portfolio, value $5,207,187.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors 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 44,634 shares
    Change vs previous 13F -5,855 shares

    0.05% of the 13F portfolio, value $5,231,594.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors 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 50,489 shares
    Change vs previous 13F +1,450 shares

    0.06% of the 13F portfolio, value $6,248,015.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors 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 49,039 shares
    Change vs previous 13F -163 shares

    0.06% of the 13F portfolio, value $5,786,544.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors 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 49,202 shares
    Change vs previous 13F +140 shares

    0.07% of the 13F portfolio, value $6,001,125.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment Advisors 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 49,062 shares
    Change vs previous 13F -1,928 shares

    0.06% of the 13F portfolio, value $5,285,964.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment Advisors 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 50,990 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,879,101.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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