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Disclosery

Alteri Wealth LLC: DUK position timeline

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

Alteri Wealth LLC held 1,702 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,702 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $215,410.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth 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 1,701 shares
    Change vs previous 13F -17 shares

    0.07% of the 13F portfolio, value $222,699.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth 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 1,718 shares
    Change vs previous 13F -79 shares

    0.07% of the 13F portfolio, value $201,340.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth 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 1,797 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $222,434.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth 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 1,779 shares
    Change vs previous 13F -57 shares

    0.08% of the 13F portfolio, value $209,877.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth 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 1,836 shares
    Change vs previous 13F -207 shares

    0.1% of the 13F portfolio, value $223,903.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth 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 2,043 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $220,098.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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