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Visionary Asset Management, Inc.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Asset Management, Inc. on DUK, newest first. How the timeline and the estimate are built.

Visionary Asset Management, Inc. held 2,520 DUK shares at 2018-12-31 per its 13F-HR filed 2019-01-11.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 2,520 shares
    Change vs previous 13F +2,520 shares

    0.09% of the 13F portfolio, value $217,000.

    13F-HR 0001420506-19-000005 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -31,927 shares

    13F-HR 0001420506-18-000007 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2017-09-30
    13F 31,927 shares
    Change vs previous 13F -2,839 shares

    0.78% of the 13F portfolio, value $2,679,000.

    13F-HR 0001420506-17-000838 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 34,766 shares
    Change vs previous 13F -3,170 shares

    0.85% of the 13F portfolio, value $2,906,000.

    13F-HR 0001420506-17-000470 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 37,936 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,111,000.

    13F-HR 0001580642-17-002356 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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