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Disclosery

Roxbury Financial LLC: DUK position timeline

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

Roxbury Financial LLC held 10,720 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,720 shares
    Change vs previous 13F +37 shares

    0.94% of the 13F portfolio, value $1,222,145.

    13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,683 shares
    Change vs previous 13F +106 shares

    1.07% of the 13F portfolio, value $1,352,232.

    13F-HR 0002054149-26-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,577 shares
    Change vs previous 13F +46 shares

    1.25% of the 13F portfolio, value $1,384,981.

    13F-HR 0002054149-26-000002 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,531 shares
    Change vs previous 13F +88 shares

    1.11% of the 13F portfolio, value $1,234,305.

    13F-HR 0002054149-26-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,443 shares
    Change vs previous 13F +51 shares

    1.19% of the 13F portfolio, value $1,292,292.

    13F-HR 0002054149-25-000006 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,392 shares
    Change vs previous 13F +55 shares

    1.19% of the 13F portfolio, value $1,226,273.

    13F-HR 0002054149-25-000004 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,337 shares
    Change vs previous 13F -246 shares

    1.19% of the 13F portfolio, value $1,214,542.

    13F-HR 0002054149-25-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,583 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,238,814.

    13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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