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Disclosery

UPTICK PARTNERS, LLC: DUK position timeline

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

UPTICK PARTNERS, LLC held 6,199 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,199 shares
    Change vs previous 13F +1,242 shares

    0.12% of the 13F portfolio, value $784,654.

    13F-HR 0002005353-26-000004 filed by UPTICK PARTNERS, 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 4,957 shares
    Change vs previous 13F +386 shares

    0.13% of the 13F portfolio, value $649,115.

    13F-HR 0001986152-26-000058 filed by UPTICK PARTNERS, 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 4,571 shares
    Change vs previous 13F +306 shares

    0.11% of the 13F portfolio, value $535,790.

    13F-HR 0001986152-26-000003 filed by UPTICK PARTNERS, 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 4,265 shares
    Change vs previous 13F +699 shares

    0.14% of the 13F portfolio, value $527,848.

    13F-HR 0001986152-25-000099 filed by UPTICK PARTNERS, 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 3,566 shares
    Change vs previous 13F +1,716 shares

    0.12% of the 13F portfolio, value $420,750.

    13F-HR 0001986152-25-000054 filed by UPTICK PARTNERS, 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 1,850 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $225,585.

    13F-HR 0001986152-25-000034 filed by UPTICK PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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