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Disclosery

Dakota Wealth Management: DUK position timeline

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

Dakota Wealth Management held 14,081 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,081 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $1,782,389.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 13,981 shares
    Change vs previous 13F +429 shares

    0.04% of the 13F portfolio, value $1,830,701.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 13,552 shares
    Change vs previous 13F -2,982 shares

    0.03% of the 13F portfolio, value $1,588,430.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 16,534 shares
    Change vs previous 13F -2,630 shares

    0.04% of the 13F portfolio, value $2,046,048.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 19,164 shares
    Change vs previous 13F -3,075 shares

    0.05% of the 13F portfolio, value $2,261,366.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 22,239 shares
    Change vs previous 13F -70 shares

    0.06% of the 13F portfolio, value $2,712,547.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 22,309 shares
    Change vs previous 13F -1,109 shares

    0.06% of the 13F portfolio, value $2,403,557.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,418 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,700,110.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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