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BCGM Wealth Management, LLC: DUK position timeline

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

BCGM Wealth Management, LLC held 5,624 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,624 shares
    Change vs previous 13F +261 shares

    0.15% of the 13F portfolio, value $711,850.

    13F-HR 0001765380-26-000268 filed by BCGM Wealth Management, 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 5,363 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $702,227.

    13F-HR 0001765380-26-000167 filed by BCGM Wealth Management, 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 5,353 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $627,411.

    13F-HR 0001830467-26-000001 filed by BCGM Wealth Management, 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 5,341 shares
    Change vs previous 13F +10 shares

    0.17% of the 13F portfolio, value $660,994.

    13F-HR 0001830467-25-000003 filed by BCGM Wealth Management, 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 5,331 shares
    Change vs previous 13F +12 shares

    0.18% of the 13F portfolio, value $629,002.

    13F-HR 0001765380-25-000283 filed by BCGM Wealth Management, 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 5,319 shares
    Change vs previous 13F -323 shares

    0.2% of the 13F portfolio, value $648,816.

    13F-HR 0001765380-25-000194 filed by BCGM Wealth Management, 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 5,642 shares
    Change vs previous 13F -128 shares

    0.19% of the 13F portfolio, value $607,862.

    13F-HR 0001765380-25-000033 filed by BCGM Wealth Management, LLC
    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 5,770 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $665,312.

    13F-HR 0001765380-24-000402 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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