Skip to content
Disclosery

Belpointe Asset Management LLC: DUK position timeline

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

Belpointe Asset Management LLC held 10,570 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 10,570 shares
    Change vs previous 13F -340 shares

    0.04% of the 13F portfolio, value $1,338,032.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset 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 10,910 shares
    Change vs previous 13F +1,516 shares

    0.05% of the 13F portfolio, value $1,428,652.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset 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 9,394 shares
    Change vs previous 13F +578 shares

    0.04% of the 13F portfolio, value $1,101,143.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset 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 8,816 shares
    Change vs previous 13F -476 shares

    0.04% of the 13F portfolio, value $1,091,077.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset 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 9,292 shares
    Change vs previous 13F -1,116 shares

    0.05% of the 13F portfolio, value $1,096,571.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset 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 10,408 shares
    Change vs previous 13F -82 shares

    0.07% of the 13F portfolio, value $1,268,751.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset 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 10,490 shares
    Change vs previous 13F -24 shares

    0.07% of the 13F portfolio, value $1,195,042.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset 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 10,514 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,212,476.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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