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Disclosery

Trivium Point Advisory, LLC: DUK position timeline

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

Trivium Point Advisory, LLC held 5,491 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,491 shares
    Change vs previous 13F -780 shares

    0.06% of the 13F portfolio, value $695,033.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 6,271 shares
    Change vs previous 13F -5,033 shares

    0.15% of the 13F portfolio, value $821,107.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 11,304 shares
    Change vs previous 13F +634 shares

    0.13% of the 13F portfolio, value $1,324,907.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 10,670 shares
    Change vs previous 13F -1,478 shares

    0.13% of the 13F portfolio, value $1,320,396.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 12,148 shares
    Change vs previous 13F +422 shares

    0.16% of the 13F portfolio, value $1,433,448.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 11,726 shares
    Change vs previous 13F -552 shares

    0.18% of the 13F portfolio, value $1,430,203.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 12,278 shares
    Change vs previous 13F +37 shares

    0.17% of the 13F portfolio, value $1,322,832.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, 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 12,241 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,362,546.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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