Buck Wealth Strategies, LLC: DUK position timeline

Buck Wealth Strategies, LLC held 523 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 523 shares

   Change vs previous 13F +523 shares

   0.01% of the 13F portfolio, value $66,199.

   13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -6,659 shares

   13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-09-30

   13F 6,659 shares

   Change vs previous 13F -1,426 shares

   0.11% of the 13F portfolio, value $824,093.

   13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 8,085 shares

   Change vs previous 13F -553 shares

   0.15% of the 13F portfolio, value $953,999.

   13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 8,638 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $1,053,537.

   13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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