Skip to content
Disclosery

Rollins Financial Advisors, LLC: DUK position timeline

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

Rollins Financial Advisors, LLC held 11,427 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,427 shares
    Change vs previous 13F +2,045 shares

    0.19% of the 13F portfolio, value $1,446,416.

    13F-HR 0001765380-26-000270 filed by Rollins Financial Advisors, 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 9,382 shares
    Change vs previous 13F +12 shares

    0.19% of the 13F portfolio, value $1,228,415.

    13F-HR 0001765380-26-000159 filed by Rollins Financial Advisors, 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 9,370 shares
    Change vs previous 13F -1,067 shares

    0.16% of the 13F portfolio, value $1,098,246.

    13F-HR 0001884018-26-000001 filed by Rollins Financial Advisors, 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 10,437 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $1,291,546.

    13F-HR 0001765380-25-000462 filed by Rollins Financial Advisors, 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 10,433 shares
    Change vs previous 13F -106 shares

    0.2% of the 13F portfolio, value $1,231,072.

    13F-HR 0001765380-25-000307 filed by Rollins Financial Advisors, 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/A 10,539 shares
    Change vs previous 13F +706 shares

    0.22% of the 13F portfolio, value $1,285,419.

    13F-HR/A 0001765380-25-000236 filed by Rollins Financial Advisors, 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 9,833 shares
    Change vs previous 13F +4,182 shares

    0.17% of the 13F portfolio, value $1,059,407.

    13F-HR 0001765380-25-000096 filed by Rollins Financial Advisors, 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 5,651 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $651,560.

    13F-HR 0001765380-24-000448 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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