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Disclosery

Ranch Capital Advisors Inc.: DUK position timeline

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

Ranch Capital Advisors Inc. held 24,627 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 24,627 shares
    Change vs previous 13F +2,097 shares

    0.99% of the 13F portfolio, value $3,117,334.

    13F-HR 0001793269-26-000003 filed by Ranch Capital Advisors 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 22,530 shares
    Change vs previous 13F +1,613 shares

    1.08% of the 13F portfolio, value $2,950,024.

    13F-HR 0001793269-26-000002 filed by Ranch Capital Advisors 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 20,917 shares
    Change vs previous 13F +1,108 shares

    0.9% of the 13F portfolio, value $2,451,714.

    13F-HR 0001793269-26-000001 filed by Ranch Capital Advisors 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 19,809 shares
    Change vs previous 13F +1,133 shares

    0.95% of the 13F portfolio, value $2,451,336.

    13F-HR 0001793269-25-000008 filed by Ranch Capital Advisors 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 18,676 shares
    Change vs previous 13F +871 shares

    0.96% of the 13F portfolio, value $2,203,825.

    13F-HR 0001793269-25-000003 filed by Ranch Capital Advisors 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 17,805 shares
    Change vs previous 13F +1,458 shares

    1.03% of the 13F portfolio, value $2,171,730.

    13F-HR 0001793269-25-000002 filed by Ranch Capital Advisors 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 16,347 shares
    Change vs previous 13F +570 shares

    0.83% of the 13F portfolio, value $1,761,223.

    13F-HR 0001793269-25-000001 filed by Ranch Capital Advisors 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 15,777 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,819,162.

    13F-HR 0001793269-24-000005 filed by Ranch Capital Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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