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GWN SECURITIES INC.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GWN SECURITIES INC. on DUK, newest first. How the timeline and the estimate are built.

GWN SECURITIES INC. held 32,786 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,786 shares
    Change vs previous 13F -2,184 shares

    0.69% of the 13F portfolio, value $4,150,038.

    13F-HR 0001172661-26-003076 filed by GWN SECURITIES 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 34,970 shares
    Change vs previous 13F -1,343 shares

    0.88% of the 13F portfolio, value $4,579,054.

    13F-HR 0001172661-26-001999 filed by GWN SECURITIES 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 36,313 shares
    Change vs previous 13F +3,070 shares

    0.86% of the 13F portfolio, value $4,256,347.

    13F-HR 0001172661-26-000619 filed by GWN SECURITIES 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 33,243 shares
    Change vs previous 13F +253 shares

    0.96% of the 13F portfolio, value $4,136,400.

    13F-HR 0001172661-25-004439 filed by GWN SECURITIES 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 32,990 shares
    Change vs previous 13F -4,672 shares

    0.73% of the 13F portfolio, value $3,915,213.

    13F-HR 0001172661-25-002843 filed by GWN SECURITIES 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 37,662 shares
    Change vs previous 13F +20,443 shares

    0.26% of the 13F portfolio, value $4,584,681.

    13F-HR 0001172661-25-002180 filed by GWN SECURITIES 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 17,219 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,891,040.

    13F-HR 0001172661-25-000609 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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