Barnes Wealth Management Group, Inc: DUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barnes Wealth Management Group, Inc on DUK, newest first. How the timeline and the estimate are built.
Barnes Wealth Management Group, Inc held 2,632 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,632 sharesChange vs previous 13F -13 shares
0.15% of the 13F portfolio, value $333,159.
13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,645 sharesChange vs previous 13F +35 shares
0.18% of the 13F portfolio, value $346,336.
13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,610 sharesChange vs previous 13F +18 shares
0.16% of the 13F portfolio, value $305,918.
13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,592 sharesChange vs previous 13F +35 shares
0.18% of the 13F portfolio, value $320,761.
13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,557 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $301,726.
13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).