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Disclosery

Slocum, Gordon & Co LLP: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Slocum, Gordon & Co LLP on DUK, newest first. How the timeline and the estimate are built.

Slocum, Gordon & Co LLP held 27,825 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,825 shares
    Change vs previous 13F -2,000 shares

    2.34% of the 13F portfolio, value $3,522,089.

    13F-HR 0001993325-26-000003 filed by Slocum, Gordon & Co LLP
    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 29,825 shares
    Change vs previous 13F -290 shares

    2.66% of the 13F portfolio, value $3,905,286.

    13F-HR 0001993325-26-000002 filed by Slocum, Gordon & Co LLP
    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 30,115 shares
    Change vs previous 13F 0 shares

    2.56% of the 13F portfolio, value $3,529,779.

    13F-HR 0001993325-26-000001 filed by Slocum, Gordon & Co LLP
    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 30,115 shares
    Change vs previous 13F -75 shares

    2.97% of the 13F portfolio, value $3,726,731.

    13F-HR 0001993325-25-000007 filed by Slocum, Gordon & Co LLP
    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 30,190 shares
    Change vs previous 13F -600 shares

    2.87% of the 13F portfolio, value $3,562,420.

    13F-HR 0001993325-25-000006 filed by Slocum, Gordon & Co LLP
    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 30,790 shares
    Change vs previous 13F 0 shares

    2.8% of the 13F portfolio, value $3,755,449.

    13F-HR 0001993325-25-000003 filed by Slocum, Gordon & Co LLP
    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 30,790 shares
    Change vs previous 13F 0 shares

    2.73% of the 13F portfolio, value $3,317,311.

    13F-HR 0001993325-25-000001 filed by Slocum, Gordon & Co LLP
    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 30,790 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,550,084.

    13F-HR 0001993325-24-000005 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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