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Disclosery

Bernard Wealth Management Corp.: DTE position timeline

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

Bernard Wealth Management Corp. held 12,073 DTE shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,073 shares
    Change vs previous 13F +463 shares

    0.68% of the 13F portfolio, value $1,839,522.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 11,610 shares
    Change vs previous 13F +324 shares

    0.72% of the 13F portfolio, value $1,697,643.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 11,286 shares
    Change vs previous 13F +211 shares

    0.59% of the 13F portfolio, value $1,455,717.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 11,075 shares
    Change vs previous 13F +84 shares

    0.65% of the 13F portfolio, value $1,566,343.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 10,991 shares
    Change vs previous 13F +801 shares

    0.67% of the 13F portfolio, value $1,455,803.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 10,190 shares
    Change vs previous 13F +101 shares

    0.69% of the 13F portfolio, value $1,408,972.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 10,089 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,218,268.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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