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Disclosery

Florida Trust Wealth Management Co: DUK position timeline

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

Florida Trust Wealth Management Co held 76,697 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 76,697 shares
    Change vs previous 13F +679 shares

    0.24% of the 13F portfolio, value $9,708,306.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 76,018 shares
    Change vs previous 13F -726 shares

    0.28% of the 13F portfolio, value $9,953,797.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 76,744 shares
    Change vs previous 13F +1,742 shares

    0.25% of the 13F portfolio, value $8,995,164.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 75,002 shares
    Change vs previous 13F +1,054 shares

    0.26% of the 13F portfolio, value $9,281,498.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 73,948 shares
    Change vs previous 13F -45 shares

    0.27% of the 13F portfolio, value $8,725,864.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 73,993 shares
    Change vs previous 13F -1,573 shares

    0.29% of the 13F portfolio, value $9,024,926.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 75,566 shares
    Change vs previous 13F -2,516 shares

    0.26% of the 13F portfolio, value $8,141,481.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 78,082 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,002,854.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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