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Clarion Wealth Managment Partners, LLC: DUK position timeline

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

Clarion Wealth Managment Partners, LLC held 6,864 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,864 shares
    Change vs previous 13F -74 shares

    0.7% of the 13F portfolio, value $868,796.

    13F-HR 0002081211-26-000003 filed by Clarion Wealth Managment Partners, 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 6,938 shares
    Change vs previous 13F +483 shares

    0.82% of the 13F portfolio, value $908,491.

    13F-HR 0002081211-26-000002 filed by Clarion Wealth Managment Partners, 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 6,455 shares
    Change vs previous 13F +236 shares

    0.7% of the 13F portfolio, value $756,609.

    13F-HR 0002081211-26-000001 filed by Clarion Wealth Managment Partners, 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 6,219 shares
    Change vs previous 13F +119 shares

    0.76% of the 13F portfolio, value $769,644.

    13F-HR 0002081211-25-000001 filed by Clarion Wealth Managment Partners, 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 6,100 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $719,804.

    13F-HR 0001085146-25-005403 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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