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Focused Wealth Management, Inc: DUK position timeline

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

Focused Wealth Management, Inc held 4,386 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 4,386 shares
    Change vs previous 13F +110 shares

    0.05% of the 13F portfolio, value $555,137.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 4,276 shares
    Change vs previous 13F +434 shares

    0.06% of the 13F portfolio, value $559,850.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 3,842 shares
    Change vs previous 13F +245 shares

    0.05% of the 13F portfolio, value $450,316.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 3,597 shares
    Change vs previous 13F +1,743 shares

    0.05% of the 13F portfolio, value $445,100.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 1,854 shares
    Change vs previous 13F -920 shares

    0.03% of the 13F portfolio, value $218,792.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 2,774 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $338,285.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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