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Alliance Wealth Advisors, LLC: DUK position timeline

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

Alliance Wealth Advisors, LLC held 2,757 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,757 shares
    Change vs previous 13F -34 shares

    0.13% of the 13F portfolio, value $314,326.

    13F-HR 0001376474-26-000647 filed by Alliance Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,791 shares
    Change vs previous 13F -668 shares

    0.14% of the 13F portfolio, value $353,285.

    13F-HR 0001376474-26-000476 filed by Alliance 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 3,459 shares
    Change vs previous 13F -18 shares

    0.21% of the 13F portfolio, value $452,921.

    13F-HR 0001376474-26-000368 filed by Alliance 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 3,477 shares
    Change vs previous 13F -33 shares

    0.19% of the 13F portfolio, value $407,539.

    13F-HR 0001376474-26-000039 filed by Alliance 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 3,510 shares
    Change vs previous 13F -5 shares

    0.22% of the 13F portfolio, value $434,363.

    13F-HR 0001376474-25-000841 filed by Alliance 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 3,515 shares
    Change vs previous 13F +27 shares

    0.23% of the 13F portfolio, value $414,770.

    13F-HR 0001376474-25-000630 filed by Alliance 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 3,488 shares
    Change vs previous 13F -54 shares

    0.25% of the 13F portfolio, value $425,431.

    13F-HR 0001376474-25-000324 filed by Alliance 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 3,542 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $381,615.

    13F-HR 0001376474-25-000116 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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