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Orion Portfolio Solutions, LLC: DUK position timeline

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

Orion Portfolio Solutions, LLC held 157,534 DUK shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 157,534 shares
    Change vs previous 13F +4,270 shares

    0.19% of the 13F portfolio, value $19,214,482.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 153,264 shares
    Change vs previous 13F +1,941 shares

    0.16% of the 13F portfolio, value $16,512,683.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 151,323 shares
    Change vs previous 13F -8,472 shares

    0.17% of the 13F portfolio, value $17,447,571.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 159,795 shares
    Change vs previous 13F +1,698 shares

    0.17% of the 13F portfolio, value $16,016,270.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 158,097 shares
    Change vs previous 13F -3,263 shares

    0.16% of the 13F portfolio, value $15,289,583.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 161,360 shares
    Change vs previous 13F +7,053 shares

    0.19% of the 13F portfolio, value $16,037,523.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 154,307 shares
    Change vs previous 13F +15,239 shares

    0.16% of the 13F portfolio, value $13,619,168.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 139,068 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $12,479,947.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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