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Arkadios Wealth Advisors: DUK position timeline

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

Arkadios Wealth Advisors held 45,451 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,451 shares
    Change vs previous 13F -17,996 shares

    0.09% of the 13F portfolio, value $5,753,184.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 63,447 shares
    Change vs previous 13F +22,191 shares

    0.14% of the 13F portfolio, value $8,307,788.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 41,256 shares
    Change vs previous 13F +5,060 shares

    0.1% of the 13F portfolio, value $4,835,584.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 36,196 shares
    Change vs previous 13F +1,802 shares

    0.11% of the 13F portfolio, value $4,479,238.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 34,394 shares
    Change vs previous 13F +2,832 shares

    0.12% of the 13F portfolio, value $4,058,538.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 31,562 shares
    Change vs previous 13F +18,781 shares

    0.15% of the 13F portfolio, value $3,849,675.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 12,781 shares
    Change vs previous 13F +1,692 shares

    0.08% of the 13F portfolio, value $1,377,052.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 11,089 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,278,613.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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