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Retirement Planning Group, LLC: DUK position timeline

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

Retirement Planning Group, LLC held 31,992 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,992 shares
    Change vs previous 13F +4,456 shares

    0.1% of the 13F portfolio, value $4,049,531.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, 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 27,536 shares
    Change vs previous 13F -1,263 shares

    0.11% of the 13F portfolio, value $3,605,620.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, 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 28,799 shares
    Change vs previous 13F +8,150 shares

    0.11% of the 13F portfolio, value $3,375,589.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, 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 20,649 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,555,312.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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