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Diversify Advisory Services, LLC: DUK position timeline

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

Diversify Advisory Services, LLC held 28,610 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 28,610 shares
    Change vs previous 13F +14,288 shares

    0.03% of the 13F portfolio, value $3,685,788.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,305 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,305 shares

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

  2. period ended2026-03-31
    13F 14,322 shares
    Change vs previous 13F +4,747 shares

    0.03% of the 13F portfolio, value $1,811,910.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,927 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,395 shares

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

  3. period ended2025-12-31
    13F 9,575 shares
    Change vs previous 13F +389 shares

    0.02% of the 13F portfolio, value $1,133,925.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,405 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,170 shares

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

  4. period ended2025-09-30
    13F 9,186 shares
    Change vs previous 13F -273 shares

    0.02% of the 13F portfolio, value $1,135,945.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,091 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,095 shares

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

  5. period ended2025-06-30
    13F 9,459 shares
    Change vs previous 13F +1,264 shares

    0.03% of the 13F portfolio, value $1,177,394.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,266 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,193 shares

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

  6. period ended2025-03-31
    13F 8,195 shares
    Change vs previous 13F -611 shares

    0.03% of the 13F portfolio, value $997,278.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,636 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,559 shares

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

  7. period ended2024-12-31
    13F 8,806 shares
    Change vs previous 13F +769 shares

    0.03% of the 13F portfolio, value $932,288.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,742 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,064 shares

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

  8. period ended2024-09-30
    13F 8,037 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $966,897.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,079 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,958 shares

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