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Good Steward Wealth Advisors,LLC: DUK position timeline

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

Good Steward Wealth Advisors,LLC held 2,509 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,509 shares
    Change vs previous 13F -94 shares

    0.19% of the 13F portfolio, value $317,589.

    13F-HR 0001765380-26-000260 filed by Good Steward Wealth Advisors,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 2,603 shares
    Change vs previous 13F -346 shares

    0.22% of the 13F portfolio, value $340,837.

    13F-HR 0001765380-26-000135 filed by Good Steward Wealth Advisors,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 2,949 shares
    Change vs previous 13F -591 shares

    0.23% of the 13F portfolio, value $345,652.

    13F-HR 0001765380-26-000022 filed by Good Steward Wealth Advisors,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 3,540 shares
    Change vs previous 13F -1,197 shares

    0.3% of the 13F portfolio, value $438,075.

    13F-HR 0001765380-25-000439 filed by Good Steward Wealth Advisors,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 4,737 shares
    Change vs previous 13F -2,306 shares

    0.44% of the 13F portfolio, value $558,966.

    13F-HR 0001765380-25-000242 filed by Good Steward Wealth Advisors,LLC
    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 7,043 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $859,035.

    13F-HR 0001765380-25-000147 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

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