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Disclosery

Persium Advisors, LLC: DUK position timeline

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

Persium Advisors, LLC held 8,703 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,703 shares
    Change vs previous 13F +529 shares

    0.52% of the 13F portfolio, value $992,229.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 8,174 shares
    Change vs previous 13F +842 shares

    0.67% of the 13F portfolio, value $1,034,665.

    13F-HR/A 0002033683-26-000005 filed by Persium 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 ended2026-03-31
    13F 7,332 shares
    Change vs previous 13F +343 shares

    0.76% of the 13F portfolio, value $960,052.

    13F-HR 0002033683-26-000002 filed by Persium 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 ended2025-12-31
    13F 6,989 shares
    Change vs previous 13F +351 shares

    0.6% of the 13F portfolio, value $819,181.

    13F-HR 0002033683-26-000001 filed by Persium 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 ended2025-09-30
    13F 6,638 shares
    Change vs previous 13F +267 shares

    0.62% of the 13F portfolio, value $821,453.

    13F-HR 0002033683-25-000006 filed by Persium 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 ended2025-06-30
    13F 6,371 shares
    Change vs previous 13F +298 shares

    0.62% of the 13F portfolio, value $751,778.

    13F-HR 0002033683-25-000004 filed by Persium 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 ended2025-03-31
    13F 6,073 shares
    Change vs previous 13F +159 shares

    0.7% of the 13F portfolio, value $740,724.

    13F-HR 0002033683-25-000003 filed by Persium 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 ended2024-12-31
    13F 5,914 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $637,174.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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