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Disclosery

Bison Wealth, LLC: DUK position timeline

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

Bison Wealth, LLC held 19,101 DUK shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 19,101 shares
    Change vs previous 13F -8,762 shares

    0.45% of the 13F portfolio, value $2,057,920.

    13F-HR 0001172661-25-001285 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 27,863 shares
    Change vs previous 13F -7,204 shares

    0.51% of the 13F portfolio, value $3,212,609.

    13F-HR 0001172661-24-004465 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 35,067 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $3,391,335.

    13F-HR 0001172661-24-002986 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 35,067 shares
    Change vs previous 13F +400 shares

    0.55% of the 13F portfolio, value $3,391,335.

    13F-HR 0001172661-24-002121 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 34,667 shares
    Change vs previous 13F -297 shares

    0.6% of the 13F portfolio, value $3,364,089.

    13F-HR 0001172661-24-000384 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 34,964 shares
    Change vs previous 13F -338 shares

    0.6% of the 13F portfolio, value $3,085,922.

    13F-HR 0001172661-23-003718 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 35,302 shares
    Change vs previous 13F +2,937 shares

    0.59% of the 13F portfolio, value $3,167,959.

    13F-HR 0001172661-23-003169 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 32,365 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,150,083.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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