Skip to content
Disclosery

Advisor OS, LLC: DUK position timeline

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

Advisor OS, LLC held 13,356 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,356 shares
    Change vs previous 13F -2,210 shares

    0.11% of the 13F portfolio, value $1,690,570.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 15,566 shares
    Change vs previous 13F -1,009 shares

    0.15% of the 13F portfolio, value $2,038,270.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 16,575 shares
    Change vs previous 13F +211 shares

    0.16% of the 13F portfolio, value $1,942,771.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 16,364 shares
    Change vs previous 13F +407 shares

    0.17% of the 13F portfolio, value $2,024,977.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 15,957 shares
    Change vs previous 13F +2,173 shares

    0.19% of the 13F portfolio, value $1,882,934.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 13,784 shares
    Change vs previous 13F +767 shares

    0.19% of the 13F portfolio, value $1,681,283.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 13,017 shares
    Change vs previous 13F +1,299 shares

    0.16% of the 13F portfolio, value $1,402,465.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 11,718 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,351,095.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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