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Disclosery

Treasure Coast Financial Planning: DUK position timeline

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

Treasure Coast Financial Planning held 2,744 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,744 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $347,336.

    13F-HR 0001911307-26-000005 filed by Treasure Coast Financial Planning
    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 2,744 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $359,299.

    13F-HR 0001911307-26-000003 filed by Treasure Coast Financial Planning
    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 2,745 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $321,741.

    13F-HR 0001911307-26-000001 filed by Treasure Coast Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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