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Disclosery

Balboa Wealth Partners: DUK position timeline

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

Balboa Wealth Partners held 11,590 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 11,590 shares
    Change vs previous 13F -1,482 shares

    0.2% of the 13F portfolio, value $1,467,064.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 13,072 shares
    Change vs previous 13F +2,301 shares

    0.29% of the 13F portfolio, value $1,711,613.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 10,771 shares
    Change vs previous 13F -306 shares

    0.21% of the 13F portfolio, value $1,262,421.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 11,077 shares
    Change vs previous 13F +1,459 shares

    0.24% of the 13F portfolio, value $1,370,797.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 9,618 shares
    Change vs previous 13F +179 shares

    0.23% of the 13F portfolio, value $1,134,906.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 9,439 shares
    Change vs previous 13F +548 shares

    0.28% of the 13F portfolio, value $1,151,214.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 8,891 shares
    Change vs previous 13F +614 shares

    0.22% of the 13F portfolio, value $957,945.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 8,277 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $954,292.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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