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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 18,883 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,883 shares
    Change vs previous 13F +127 shares

    0.22% of the 13F portfolio, value $2,378,733.

    13F-HR 0001493152-26-032296 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 ended2026-03-31
    13F 18,756 shares
    Change vs previous 13F +398 shares

    0.23% of the 13F portfolio, value $2,323,848.

    13F-HR 0001493152-26-023586 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 ended2025-12-31
    13F 18,358 shares
    Change vs previous 13F -221 shares

    0.26% of the 13F portfolio, value $2,327,957.

    13F-HR 0001493152-26-012336 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 ended2025-09-30
    13F 18,579 shares
    Change vs previous 13F -3,275 shares

    0.21% of the 13F portfolio, value $2,297,813.

    13F-HR 0001493152-25-021659 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 ended2025-06-30
    13F 21,854 shares
    Change vs previous 13F +500 shares

    0.2% of the 13F portfolio, value $2,568,419.

    13F-HR 0001641172-25-019676 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 ended2025-03-31
    13F 21,354 shares
    Change vs previous 13F +16,828 shares

    0.24% of the 13F portfolio, value $2,605,356.

    13F-HR 0001641172-25-009192 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 ended2024-12-31
    13F 4,526 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $487,605.

    13F-HR 0001493152-25-008165 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).