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Disclosery

Sigma Planning Corp: DUK position timeline

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

Sigma Planning Corp held 40,177 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,177 shares
    Change vs previous 13F +517 shares

    0.13% of the 13F portfolio, value $5,085,631.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 39,660 shares
    Change vs previous 13F +1,560 shares

    0.14% of the 13F portfolio, value $5,193,042.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 38,100 shares
    Change vs previous 13F +130 shares

    0.12% of the 13F portfolio, value $4,465,660.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 37,970 shares
    Change vs previous 13F -3,193 shares

    0.13% of the 13F portfolio, value $4,698,825.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 41,163 shares
    Change vs previous 13F -3,055 shares

    0.15% of the 13F portfolio, value $4,857,247.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 44,218 shares
    Change vs previous 13F -2,297 shares

    0.17% of the 13F portfolio, value $5,393,328.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 46,515 shares
    Change vs previous 13F -7,008 shares

    0.16% of the 13F portfolio, value $5,011,559.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 53,523 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,171,163.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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