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Aaron Wealth Advisors LLC: DUK position timeline

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

Aaron Wealth Advisors LLC held 9,588 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,588 shares
    Change vs previous 13F -3,205 shares

    0.05% of the 13F portfolio, value $1,093,128.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,793 shares
    Change vs previous 13F +2,455 shares

    0.08% of the 13F portfolio, value $1,619,338.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth 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 ended2026-03-31
    13F 10,338 shares
    Change vs previous 13F -3,779 shares

    0.08% of the 13F portfolio, value $1,353,658.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth 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 ended2025-12-31
    13F 14,117 shares
    Change vs previous 13F +3,640 shares

    0.09% of the 13F portfolio, value $1,654,654.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth 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 ended2025-09-30
    13F 10,477 shares
    Change vs previous 13F +6,268 shares

    0.08% of the 13F portfolio, value $1,296,529.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth 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 ended2025-06-30
    13F 4,209 shares
    Change vs previous 13F +102 shares

    0.05% of the 13F portfolio, value $496,662.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth 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 ended2025-03-31
    13F 4,107 shares
    Change vs previous 13F +306 shares

    0.06% of the 13F portfolio, value $500,931.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth 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 ended2024-12-31
    13F 3,801 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $409,520.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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