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Disclosery

CURA WEALTH ADVISORS, LLC: DUK position timeline

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

CURA WEALTH ADVISORS, LLC held 8,588 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,588 shares
    Change vs previous 13F -25 shares

    0.46% of the 13F portfolio, value $1,087,051.

    13F-HR 0002056729-26-000003 filed by CURA WEALTH ADVISORS, 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 8,613 shares
    Change vs previous 13F +68 shares

    0.5% of the 13F portfolio, value $1,127,767.

    13F-HR 0002056729-26-000002 filed by CURA WEALTH ADVISORS, 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 8,545 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,001,559.

    13F-HR 0002056729-26-000001 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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