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Disclosery

Rockbridge Investment Management, LCC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockbridge Investment Management, LCC on DUK, newest first. How the timeline and the estimate are built.

Rockbridge Investment Management, LCC held 2,024 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,024 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $256,238.

    13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
    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 2,019 shares
    Change vs previous 13F +92 shares

    0.02% of the 13F portfolio, value $264,306.

    13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
    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 1,927 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $225,809.

    13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

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