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Patriot Financial Group Insurance Agency, LLC: DUK position timeline

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

Patriot Financial Group Insurance Agency, LLC held 2,640 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,640 shares
    Change vs previous 13F -7,380 shares

    0.03% of the 13F portfolio, value $300,969.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,020 shares
    Change vs previous 13F -9,256 shares

    0.13% of the 13F portfolio, value $1,268,425.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,276 shares
    Change vs previous 13F +10,080 shares

    0.14% of the 13F portfolio, value $2,524,050.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,196 shares
    Change vs previous 13F +440 shares

    0.13% of the 13F portfolio, value $1,077,873.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,756 shares
    Change vs previous 13F +11 shares

    0.14% of the 13F portfolio, value $1,083,587.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,745 shares
    Change vs previous 13F +371 shares

    0.12% of the 13F portfolio, value $1,031,887.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,374 shares
    Change vs previous 13F -468 shares

    0.14% of the 13F portfolio, value $1,021,410.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,842 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $952,604.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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