Skip to content
Disclosery

BCS Private Wealth Management, Inc.: DUK position timeline

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

BCS Private Wealth Management, Inc. held 8,898 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,898 shares
    Change vs previous 13F -793 shares

    0.34% of the 13F portfolio, value $1,126,252.

    13F-HR 0002044001-26-000003 filed by BCS Private Wealth Management, Inc.
    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 9,691 shares
    Change vs previous 13F +486 shares

    0.39% of the 13F portfolio, value $1,268,970.

    13F-HR 0002044001-26-000002 filed by BCS Private Wealth Management, Inc.
    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 9,205 shares
    Change vs previous 13F +160 shares

    0.37% of the 13F portfolio, value $1,078,918.

    13F-HR 0002044001-26-000001 filed by BCS Private Wealth Management, Inc.
    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 9,045 shares
    Change vs previous 13F +75 shares

    0.4% of the 13F portfolio, value $1,119,319.

    13F-HR 0002044001-25-000003 filed by BCS Private Wealth Management, Inc.
    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 8,970 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,058,000.

    13F-HR 0002044001-25-000002 filed by BCS Private Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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