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Disclosery

Smartleaf Asset Management LLC: DUK position timeline

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

Smartleaf Asset Management LLC held 25,543 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 25,543 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,278,047.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 25,543 shares
    Change vs previous 13F +1,153 shares

    0.12% of the 13F portfolio, value $3,364,385.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 24,390 shares
    Change vs previous 13F +7,431 shares

    0.11% of the 13F portfolio, value $2,870,330.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 16,959 shares
    Change vs previous 13F +2,939 shares

    0.13% of the 13F portfolio, value $2,082,581.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 14,020 shares
    Change vs previous 13F -698 shares

    0.14% of the 13F portfolio, value $1,639,245.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 14,718 shares
    Change vs previous 13F +2,660 shares

    0.17% of the 13F portfolio, value $1,757,582.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 12,058 shares
    Change vs previous 13F +2,157 shares

    0.13% of the 13F portfolio, value $1,298,845.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 9,901 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,148,282.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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