Back to DUK-PA
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → DUK-PA
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC DUK-PA Position History
DUK-PA
Quarters held
3
Latest value
$2.7M
Q3 2026
Peak value
$6.3M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $6.3M |
| Q2 2026 | $3.1M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 23.8K | — | — |
| Q2 2026 | $3.1M | 24.8K | — | — |
| Q1 2026 | $6.3M | 48.3K | — | — |
Other funds holding DUK-PA
$5.8B
$5.7B
$5.7B
$1.9B
$554.9M
$539.5M