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ALLEN WEALTH MANAGEMENT, LLC: DUK position timeline

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

ALLEN WEALTH MANAGEMENT, LLC held 10,879 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,879 shares
    Change vs previous 13F -673 shares

    0.67% of the 13F portfolio, value $1,377,064.

    13F-HR 0001172661-26-002791 filed by ALLEN WEALTH MANAGEMENT, 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 11,552 shares
    Change vs previous 13F -400 shares

    0.76% of the 13F portfolio, value $1,512,619.

    13F-HR 0001172661-26-001632 filed by ALLEN WEALTH MANAGEMENT, 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 11,952 shares
    Change vs previous 13F +1,012 shares

    0.84% of the 13F portfolio, value $1,400,894.

    13F-HR 0001172661-26-000286 filed by ALLEN WEALTH MANAGEMENT, 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 10,940 shares
    Change vs previous 13F -212 shares

    0.92% of the 13F portfolio, value $1,353,825.

    13F-HR 0001172661-25-004371 filed by ALLEN WEALTH MANAGEMENT, 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 11,152 shares
    Change vs previous 13F -155 shares

    0.92% of the 13F portfolio, value $1,315,936.

    13F-HR 0001172661-25-002706 filed by ALLEN WEALTH MANAGEMENT, 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 11,307 shares
    Change vs previous 13F -186 shares

    0.95% of the 13F portfolio, value $1,379,115.

    13F-HR 0001172661-25-001779 filed by ALLEN WEALTH MANAGEMENT, 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 11,493 shares
    Change vs previous 13F -800 shares

    0.89% of the 13F portfolio, value $1,238,256.

    13F-HR 0001172661-25-000716 filed by ALLEN WEALTH MANAGEMENT, 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 12,293 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,417,383.

    13F-HR 0001172661-24-004398 filed by ALLEN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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