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Pure Financial Advisors, LLC: DUK position timeline

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

Pure Financial Advisors, LLC held 37,983 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,983 shares
    Change vs previous 13F +1,775 shares

    0.06% of the 13F portfolio, value $4,807,835.

    13F-HR 0001571556-26-000005 filed by Pure Financial Advisors, 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 36,208 shares
    Change vs previous 13F +2,294 shares

    0.07% of the 13F portfolio, value $4,741,091.

    13F-HR 0001571556-26-000004 filed by Pure Financial 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 ended2025-12-31
    13F/A 33,914 shares
    Change vs previous 13F -305 shares

    0.06% of the 13F portfolio, value $3,975,030.

    13F-HR 0001571556-26-000001 filed by Pure Financial 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 ended2025-09-30
    13F 34,219 shares
    Change vs previous 13F +1,131 shares

    0.07% of the 13F portfolio, value $4,234,582.

    13F-HR 0001571556-25-000007 filed by Pure Financial 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 ended2025-06-30
    13F 33,088 shares
    Change vs previous 13F +30,051 shares

    0.07% of the 13F portfolio, value $3,904,336.

    13F-HR 0001571556-25-000005 filed by Pure Financial 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 ended2025-03-31
    13F 3,037 shares
    Change vs previous 13F +564 shares

    0.01% of the 13F portfolio, value $370,430.

    13F-HR 0001571556-25-000003 filed by Pure Financial 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 ended2024-12-31
    13F 2,473 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $266,403.

    13F-HR 0001571556-25-000001 filed by Pure Financial 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 ended2024-09-30
    13F 2,354 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $271,384.

    13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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