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Disclosery

OneAscent Financial Services LLC: DUK position timeline

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

OneAscent Financial Services LLC held 12,148 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,148 shares
    Change vs previous 13F -1,027 shares

    0.06% of the 13F portfolio, value $1,537,710.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,493 shares
    • OneAscent Wealth Management LLC: 1,922 shares
    • OneAscent Family Office, LLC: 2,733 shares

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

  2. period ended2026-03-31
    13F 13,175 shares
    Change vs previous 13F +6,096 shares

    0.08% of the 13F portfolio, value $1,725,166.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 9,003 shares
    • OneAscent Wealth Management LLC: 1,953 shares
    • OneAscent Family Office, LLC: 2,219 shares

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

  3. period ended2025-12-31
    13F 7,079 shares
    Change vs previous 13F +499 shares

    0.06% of the 13F portfolio, value $829,715.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 5,134 shares
    • OneAscent Wealth Management LLC: 1,945 shares

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

  4. period ended2025-09-30
    13F/A 6,580 shares
    Change vs previous 13F -5,446 shares

    0.07% of the 13F portfolio, value $814,275.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,545 shares
    • OneAscent Wealth Management LLC: 2,035 shares

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

  5. period ended2025-06-30
    13F 12,026 shares
    Change vs previous 13F +1,508 shares

    0.09% of the 13F portfolio, value $1,424,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 9,975 shares
    • OneAscent Wealth Management LLC: 2,051 shares

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

  6. period ended2025-03-31
    13F 10,518 shares
    Change vs previous 13F -168 shares

    0.07% of the 13F portfolio, value $1,277,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,721 shares
    • OneAscent Wealth Management LLC: 2,797 shares

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

  7. period ended2024-12-31
    13F 10,686 shares
    Change vs previous 13F +763 shares

    0.08% of the 13F portfolio, value $1,152,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,718 shares
    • OneAscent Wealth Management LLC: 2,968 shares

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

  8. period ended2024-09-30
    13F 9,923 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,144,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 6,152 shares
    • OneAscent Wealth Management LLC: 3,771 shares

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