Skip to content
Disclosery

RFG Advisory, LLC: DUK position timeline

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

RFG Advisory, LLC held 11,978 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 11,978 shares
    Change vs previous 13F +390 shares

    0.02% of the 13F portfolio, value $1,516,181.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 11,588 shares
    Change vs previous 13F -2,938 shares

    0.03% of the 13F portfolio, value $1,517,284.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 14,526 shares
    Change vs previous 13F -739 shares

    0.03% of the 13F portfolio, value $1,702,602.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 15,265 shares
    Change vs previous 13F -1,930 shares

    0.04% of the 13F portfolio, value $1,889,041.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 17,195 shares
    Change vs previous 13F +291 shares

    0.05% of the 13F portfolio, value $2,028,979.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 16,904 shares
    Change vs previous 13F +2,127 shares

    0.06% of the 13F portfolio, value $2,061,724.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 14,777 shares
    Change vs previous 13F -157 shares

    0.05% of the 13F portfolio, value $1,592,074.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 14,934 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,721,928.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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