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Disclosery

FAS Wealth Partners, Inc.: DUK position timeline

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

FAS Wealth Partners, Inc. held 42,068 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,068 shares
    Change vs previous 13F +2,790 shares

    0.28% of the 13F portfolio, value $5,324,961.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 39,278 shares
    Change vs previous 13F +1,322 shares

    0.32% of the 13F portfolio, value $5,143,102.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 37,956 shares
    Change vs previous 13F +1,760 shares

    0.29% of the 13F portfolio, value $4,448,806.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 36,196 shares
    Change vs previous 13F +1,204 shares

    0.3% of the 13F portfolio, value $4,479,224.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 34,992 shares
    Change vs previous 13F +1,641 shares

    0.31% of the 13F portfolio, value $4,129,088.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 33,351 shares
    Change vs previous 13F +1,210 shares

    0.33% of the 13F portfolio, value $4,067,791.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 32,141 shares
    Change vs previous 13F +875 shares

    0.29% of the 13F portfolio, value $3,462,843.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 31,266 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,604,929.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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