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Disclosery

Pathstone Holdings, LLC: DUK position timeline

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

Pathstone Holdings, LLC held 105,398 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,398 shares
    Change vs previous 13F +3,043 shares

    0.04% of the 13F portfolio, value $13,384,958.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 102,355 shares
    Change vs previous 13F -2,934 shares

    0.05% of the 13F portfolio, value $13,402,296.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 105,289 shares
    Change vs previous 13F -2,789 shares

    0.05% of the 13F portfolio, value $12,340,945.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 108,078 shares
    Change vs previous 13F +2,840 shares

    0.05% of the 13F portfolio, value $13,374,638.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 105,238 shares
    Change vs previous 13F +4,122 shares

    0.05% of the 13F portfolio, value $12,418,114.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 101,116 shares
    Change vs previous 13F +6,488 shares

    0.05% of the 13F portfolio, value $12,330,194.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 94,628 shares
    Change vs previous 13F +1,620 shares

    0.05% of the 13F portfolio, value $10,195,620.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 93,008 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $10,723,825.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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