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Disclosery

GC Wealth Management RIA, LLC: DUK position timeline

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

GC Wealth Management RIA, LLC held 2,144 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,144 shares
    Change vs previous 13F -126 shares

    0.02% of the 13F portfolio, value $271,388.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 2,270 shares
    Change vs previous 13F -1,130 shares

    0.01% of the 13F portfolio, value $297,234.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 3,400 shares
    Change vs previous 13F -10,553 shares

    0.01% of the 13F portfolio, value $398,514.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, LLC
    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 13,953 shares
    Change vs previous 13F +9,129 shares

    0.06% of the 13F portfolio, value $1,726,734.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, LLC
    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 4,824 shares
    Change vs previous 13F +4,824 shares

    0.05% of the 13F portfolio, value $569,232.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -15,673 shares

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 15,673 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,807,097.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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