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ADAPT WEALTH ADVISORS, LLC: DUK position timeline

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

ADAPT WEALTH ADVISORS, LLC held 0 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -6,750 shares

    13F-HR 0001765380-26-000350 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 6,750 shares
    Change vs previous 13F -175 shares

    0.32% of the 13F portfolio, value $883,880.

    13F-HR 0001765380-26-000197 filed by ADAPT 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 ended2025-12-31
    13F 6,925 shares
    Change vs previous 13F +172 shares

    0.28% of the 13F portfolio, value $811,693.

    13F-HR 0001765380-26-000085 filed by ADAPT 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 ended2025-09-30
    13F 6,753 shares
    Change vs previous 13F +103 shares

    0.31% of the 13F portfolio, value $835,678.

    13F-HR 0001765380-25-000455 filed by ADAPT 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 ended2025-06-30
    13F 6,650 shares
    Change vs previous 13F -86 shares

    0.35% of the 13F portfolio, value $784,676.

    13F-HR 0001765380-25-000320 filed by ADAPT 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 ended2025-03-31
    13F 6,736 shares
    Change vs previous 13F -209 shares

    0.4% of the 13F portfolio, value $821,546.

    13F-HR 0001765380-25-000152 filed by ADAPT 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 ended2024-12-31
    13F 6,945 shares
    Change vs previous 13F +210 shares

    0.37% of the 13F portfolio, value $748,307.

    13F-HR 0001765380-25-000114 filed by ADAPT 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 ended2024-09-30
    13F 6,735 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $776,583.

    13F-HR 0001765380-24-000425 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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