Skip to content
Disclosery

Graves Light Lenhart Wealth, Inc.: DUK position timeline

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

Graves Light Lenhart Wealth, Inc. held 17,002 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,002 shares
    Change vs previous 13F -179 shares

    0.18% of the 13F portfolio, value $1,938,442.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,181 shares
    Change vs previous 13F +796 shares

    0.2% of the 13F portfolio, value $2,174,744.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,385 shares
    Change vs previous 13F -244 shares

    0.22% of the 13F portfolio, value $2,145,483.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,629 shares
    Change vs previous 13F -299 shares

    0.21% of the 13F portfolio, value $1,949,053.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,928 shares
    Change vs previous 13F -1,456 shares

    0.23% of the 13F portfolio, value $2,094,857.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,384 shares
    Change vs previous 13F +433 shares

    0.26% of the 13F portfolio, value $2,169,263.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,951 shares
    Change vs previous 13F -24 shares

    0.27% of the 13F portfolio, value $2,189,502.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,975 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,936,674.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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