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Disclosery

Prospera Financial Services Inc: DUK position timeline

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

Prospera Financial Services Inc held 63,028 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,028 shares
    Change vs previous 13F +5,370 shares

    0.12% of the 13F portfolio, value $7,980,990.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 57,658 shares
    Change vs previous 13F +377 shares

    0.12% of the 13F portfolio, value $7,552,892.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 57,281 shares
    Change vs previous 13F -2,427 shares

    0.11% of the 13F portfolio, value $6,717,168.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 59,708 shares
    Change vs previous 13F +159 shares

    0.13% of the 13F portfolio, value $7,391,767.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 59,549 shares
    Change vs previous 13F -2,961 shares

    0.13% of the 13F portfolio, value $7,029,523.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 62,510 shares
    Change vs previous 13F -4,276 shares

    0.18% of the 13F portfolio, value $7,627,397.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 66,786 shares
    Change vs previous 13F +4,835 shares

    0.17% of the 13F portfolio, value $7,197,868.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 61,951 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,145,712.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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