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Disclosery

Stiles Financial Services Inc: DUK position timeline

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

Stiles Financial Services Inc held 26,501 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 26,501 shares
    Change vs previous 13F -53 shares

    0.84% of the 13F portfolio, value $3,354,476.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    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 26,554 shares
    Change vs previous 13F +1,121 shares

    1.06% of the 13F portfolio, value $3,476,974.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    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 25,433 shares
    Change vs previous 13F +1,320 shares

    0.92% of the 13F portfolio, value $2,980,959.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    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 24,113 shares
    Change vs previous 13F +650 shares

    0.94% of the 13F portfolio, value $2,983,970.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    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 23,463 shares
    Change vs previous 13F +797 shares

    0.96% of the 13F portfolio, value $2,768,909.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    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 22,666 shares
    Change vs previous 13F +74 shares

    1.06% of the 13F portfolio, value $2,764,703.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    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 22,592 shares
    Change vs previous 13F +990 shares

    0.88% of the 13F portfolio, value $2,433,719.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    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 21,602 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,490,480.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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