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Summit Trail Advisors, LLC: DUK position timeline

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

Summit Trail Advisors, LLC held 35,653 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,653 shares
    Change vs previous 13F +3,776 shares

    0.06% of the 13F portfolio, value $4,512,925.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 31,877 shares
    Change vs previous 13F +8,027 shares

    0.06% of the 13F portfolio, value $4,173,990.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 23,850 shares
    Change vs previous 13F -342 shares

    0.05% of the 13F portfolio, value $2,795,449.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 24,192 shares
    Change vs previous 13F +4,527 shares

    0.04% of the 13F portfolio, value $2,993,799.

    13F-HR 0001951757-25-001440 filed by Summit Trail 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 19,665 shares
    Change vs previous 13F +3,144 shares

    0.04% of the 13F portfolio, value $2,320,510.

    13F-HR 0001951757-25-001093 filed by Summit Trail 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 16,521 shares
    Change vs previous 13F +2,734 shares

    0.07% of the 13F portfolio, value $2,015,081.

    13F-HR 0001951757-25-000462 filed by Summit Trail 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 13,787 shares
    Change vs previous 13F +5,458 shares

    0.05% of the 13F portfolio, value $1,485,393.

    13F-HR 0001951757-25-000148 filed by Summit Trail 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 8,329 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $960,334.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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