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Disclosery

BXM Wealth LLC: DUK position timeline

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

BXM Wealth LLC held 4,065 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,065 shares
    Change vs previous 13F +1,288 shares

    0.28% of the 13F portfolio, value $514,548.

    13F-HR 0002085853-26-000858 filed by BXM 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 2,777 shares
    Change vs previous 13F -3,486 shares

    0.28% of the 13F portfolio, value $363,620.

    13F-HR 0002085853-26-000469 filed by BXM 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 6,263 shares
    Change vs previous 13F +2,198 shares

    0.25% of the 13F portfolio, value $322,006.

    13F-HR 0002085853-26-000054 filed by BXM 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 4,065 shares
    Change vs previous 13F +1,288 shares

    0.48% of the 13F portfolio, value $503,044.

    13F-HR 0002085853-25-000177 filed by BXM 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 2,777 shares
    Change vs previous 13F -794 shares

    0.39% of the 13F portfolio, value $327,686.

    13F-HR 0001667731-25-001000 filed by BXM 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 3,571 shares
    Change vs previous 13F -17 shares

    0.52% of the 13F portfolio, value $435,516.

    13F-HR 0001667731-25-000555 filed by BXM 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 3,588 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $386,571.

    13F-HR 0001667731-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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