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Valeo Financial Advisors, LLC: DUK position timeline

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

Valeo Financial Advisors, LLC held 16,699 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,699 shares
    Change vs previous 13F +365 shares

    0.04% of the 13F portfolio, value $1,903,908.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,334 shares
    Change vs previous 13F -3,194 shares

    0.04% of the 13F portfolio, value $2,067,582.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 19,528 shares
    Change vs previous 13F -522 shares

    0.06% of the 13F portfolio, value $2,557,016.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 20,050 shares
    Change vs previous 13F -973 shares

    0.05% of the 13F portfolio, value $2,350,051.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 21,023 shares
    Change vs previous 13F +3,326 shares

    0.06% of the 13F portfolio, value $2,601,584.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 17,697 shares
    Change vs previous 13F +423 shares

    0.05% of the 13F portfolio, value $2,088,238.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 17,274 shares
    Change vs previous 13F -2,068 shares

    0.06% of the 13F portfolio, value $2,106,891.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 19,342 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,083,906.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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