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Disclosery

BCWM, LLC: DUK position timeline

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

BCWM, LLC held 116,087 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,087 shares
    Change vs previous 13F +1,212 shares

    4.3% of the 13F portfolio, value $14,694,279.

    13F-HR 0001542165-26-000003 filed by BCWM, 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 114,875 shares
    Change vs previous 13F +2,769 shares

    4.26% of the 13F portfolio, value $15,041,674.

    13F-HR 0001542165-26-000002 filed by BCWM, 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 112,106 shares
    Change vs previous 13F +2,596 shares

    3.93% of the 13F portfolio, value $13,139,965.

    13F-HR 0001542165-26-000001 filed by BCWM, 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 109,510 shares
    Change vs previous 13F +4,321 shares

    4.06% of the 13F portfolio, value $13,551,923.

    13F-HR 0001542165-25-000005 filed by BCWM, 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 105,189 shares
    Change vs previous 13F +13,921 shares

    3.94% of the 13F portfolio, value $12,412,277.

    13F-HR 0001542165-25-000003 filed by BCWM, 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 91,268 shares
    Change vs previous 13F +168 shares

    3.87% of the 13F portfolio, value $11,132,000.

    13F-HR 0001542165-25-000002 filed by BCWM, 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 91,100 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $9,815,114.

    13F-HR 0001542165-25-000001 filed by BCWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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