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Disclosery

SevenBridge Financial Group, LLC: DUK position timeline

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

SevenBridge Financial Group, LLC held 48,130 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,130 shares
    Change vs previous 13F +1,081 shares

    0.88% of the 13F portfolio, value $6,009,073.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial 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 47,049 shares
    Change vs previous 13F +1,656 shares

    0.92% of the 13F portfolio, value $5,892,838.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial 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 45,393 shares
    Change vs previous 13F +4,537 shares

    0.87% of the 13F portfolio, value $5,391,809.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial 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 40,856 shares
    Change vs previous 13F +6,274 shares

    0.83% of the 13F portfolio, value $5,062,102.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, 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 34,582 shares
    Change vs previous 13F +5,294 shares

    0.76% of the 13F portfolio, value $4,304,428.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, 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 29,288 shares
    Change vs previous 13F +6,405 shares

    0.67% of the 13F portfolio, value $3,393,049.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, 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 22,883 shares
    Change vs previous 13F +7,805 shares

    0.51% of the 13F portfolio, value $2,670,183.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial Group, 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 15,078 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,695,732.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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