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Disclosery

Grant Private Wealth Management Inc: DUK position timeline

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

Grant Private Wealth Management Inc held 6,606 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,606 shares
    Change vs previous 13F +375 shares

    0.35% of the 13F portfolio, value $836,179.

    13F-HR 0001754960-26-000404 filed by Grant Private 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 6,231 shares
    Change vs previous 13F +1,459 shares

    0.43% of the 13F portfolio, value $815,887.

    13F-HR 0001754960-26-000241 filed by Grant Private 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 4,772 shares
    Change vs previous 13F -183 shares

    0.34% of the 13F portfolio, value $559,326.

    13F-HR 0001754960-26-000002 filed by Grant Private 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 4,955 shares
    Change vs previous 13F -19,460 shares

    0.38% of the 13F portfolio, value $613,181.

    13F-HR 0001754960-25-000636 filed by Grant Private 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 24,415 shares
    Change vs previous 13F +19,060 shares

    1.63% of the 13F portfolio, value $2,880,914.

    13F-HR 0001754960-25-000367 filed by Grant Private 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 5,355 shares
    Change vs previous 13F +2,808 shares

    0.68% of the 13F portfolio, value $629,487.

    13F-HR 0001754960-25-000206 filed by Grant Private Wealth Management 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 2,547 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $274,414.

    13F-HR 0001754960-25-000138 filed by Grant Private Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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