Skip to content
Disclosery

RAND WEALTH, LLC: DUK position timeline

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

RAND WEALTH, LLC held 49,377 DUK shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 49,377 shares
    Change vs previous 13F -1,070 shares

    0.44% of the 13F portfolio, value $3,951,000.

    13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 50,447 shares
    Change vs previous 13F -9,809 shares

    0.45% of the 13F portfolio, value $3,989,000.

    13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 60,256 shares
    Change vs previous 13F +1,954 shares

    0.52% of the 13F portfolio, value $4,668,000.

    13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 58,302 shares
    Change vs previous 13F +1,550 shares

    0.54% of the 13F portfolio, value $4,904,000.

    13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 56,752 shares
    Change vs previous 13F -741 shares

    0.55% of the 13F portfolio, value $4,763,000.

    13F-HR 0001540141-17-000011 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 57,493 shares
    Change vs previous 13F -1,237 shares

    0.65% of the 13F portfolio, value $4,806,000.

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 58,730 shares
    Change vs previous 13F +305 shares

    0.58% of the 13F portfolio, value $4,816,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 58,425 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,535,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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