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Disclosery

Lido Advisors, LLC: DUK position timeline

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

Lido Advisors, LLC held 95,906 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,906 shares
    Change vs previous 13F +34,015 shares

    0.04% of the 13F portfolio, value $12,140,158.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 61,891 shares
    Change vs previous 13F +5,021 shares

    0.03% of the 13F portfolio, value $8,104,502.

    13F-HR 0001172661-26-001805 filed by Lido 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 ended2025-12-31
    13F 56,870 shares
    Change vs previous 13F +2,939 shares

    0.03% of the 13F portfolio, value $6,998,673.

    13F-HR 0001172661-26-000582 filed by Lido 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 ended2025-09-30
    13F 53,931 shares
    Change vs previous 13F +8,096 shares

    0.03% of the 13F portfolio, value $6,674,196.

    13F-HR 0001172661-25-004894 filed by Lido 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 ended2025-06-30
    13F 45,835 shares
    Change vs previous 13F +7,918 shares

    0.03% of the 13F portfolio, value $5,408,538.

    13F-HR 0001172661-25-003111 filed by Lido 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 ended2025-03-31
    13F 37,917 shares
    Change vs previous 13F +4,781 shares

    0.03% of the 13F portfolio, value $4,624,808.

    13F-HR 0001172661-25-002184 filed by Lido 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 ended2024-12-31
    13F 33,136 shares
    Change vs previous 13F +2,223 shares

    0.02% of the 13F portfolio, value $3,570,029.

    13F-HR 0001172661-25-001102 filed by Lido 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 ended2024-09-30
    13F 30,913 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,564,372.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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