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Disclosery

Plan Group Financial, LLC: DUK position timeline

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

Plan Group Financial, LLC held 24,369 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,369 shares
    Change vs previous 13F +3,222 shares

    0.64% of the 13F portfolio, value $3,084,598.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 21,147 shares
    Change vs previous 13F +2,283 shares

    0.65% of the 13F portfolio, value $2,768,955.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 18,864 shares
    Change vs previous 13F +1,425 shares

    0.57% of the 13F portfolio, value $2,211,034.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 17,439 shares
    Change vs previous 13F +2,373 shares

    0.58% of the 13F portfolio, value $2,158,082.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 15,066 shares
    Change vs previous 13F +1,899 shares

    0.58% of the 13F portfolio, value $1,777,739.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 13,167 shares
    Change vs previous 13F +4,063 shares

    0.57% of the 13F portfolio, value $1,605,992.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 9,104 shares
    Change vs previous 13F +1,078 shares

    0.52% of the 13F portfolio, value $980,816.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 8,026 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $925,436.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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