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Smith Thornton Advisors LLC: DUK position timeline

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

Smith Thornton Advisors LLC held 7,000 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,000 shares
    Change vs previous 13F +238 shares

    0.39% of the 13F portfolio, value $888,020.

    13F-HR 0002032436-26-000006 filed by Smith Thornton Advisors 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 6,762 shares
    Change vs previous 13F +210 shares

    0.45% of the 13F portfolio, value $885,474.

    13F-HR 0002032436-26-000004 filed by Smith Thornton Advisors 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 6,552 shares
    Change vs previous 13F +130 shares

    0.39% of the 13F portfolio, value $767,971.

    13F-HR 0002032436-26-000002 filed by Smith Thornton Advisors 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 6,422 shares
    Change vs previous 13F -85 shares

    0.42% of the 13F portfolio, value $794,686.

    13F-HR 0002032436-25-000010 filed by Smith Thornton Advisors 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 6,507 shares
    Change vs previous 13F -225 shares

    0.44% of the 13F portfolio, value $767,866.

    13F-HR 0002032436-25-000005 filed by Smith Thornton Advisors 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 6,732 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $821,097.

    13F-HR 0002032436-25-000003 filed by Smith Thornton Advisors 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 6,732 shares
    Change vs previous 13F +869 shares

    0.46% of the 13F portfolio, value $725,263.

    13F-HR 0002032436-25-000002 filed by Smith Thornton Advisors 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 5,863 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $676,027.

    13F-HR 0002032436-24-000006 filed by Smith Thornton Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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