Arbor Wealth Advisors LLC: DUK position timeline

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

Arbor Wealth Advisors LLC held 0 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 0 shares
Change vs previous 13F -1,602 shares
13F-HR 0001754960-26-000835 filed by Arbor Wealth Advisors LLC
Accepted 2026-10-09 16:36:28 UTC, ingested 2026-10-09 16:37:04 UTC
Exited: the 13F for this period no longer lists the position.
period ended2026-06-30
13F 1,602 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $202,781.
13F-HR 0001754960-26-000446 filed by Arbor Wealth Advisors LLC
Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,602 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $209,766.
13F-HR 0001754960-26-000315 filed by Arbor Wealth Advisors LLC
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).