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Disclosery

Summit Financial, LLC: DUK position timeline

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

Summit Financial, LLC held 23,201 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 23,201 shares
    Change vs previous 13F +1,997 shares

    0.03% of the 13F portfolio, value $2,936,760.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 21,204 shares
    Change vs previous 13F +2,746 shares

    0.04% of the 13F portfolio, value $2,776,466.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 18,458 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $2,163,404.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 18,463 shares
    Change vs previous 13F +339 shares

    0.03% of the 13F portfolio, value $2,284,735.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 18,124 shares
    Change vs previous 13F +6,056 shares

    0.05% of the 13F portfolio, value $2,138,602.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 12,068 shares
    Change vs previous 13F -4,004 shares

    0.04% of the 13F portfolio, value $1,471,912.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 16,072 shares
    Change vs previous 13F +7,957 shares

    0.06% of the 13F portfolio, value $1,731,600.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 8,115 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $935,701.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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