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Disclosery

HB Wealth Management, LLC: DUK position timeline

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

HB Wealth Management, LLC held 88,049 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,049 shares
    Change vs previous 13F +5,203 shares

    0.06% of the 13F portfolio, value $11,145,283.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 82,846 shares
    Change vs previous 13F -622 shares

    0.07% of the 13F portfolio, value $10,847,879.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 83,468 shares
    Change vs previous 13F -1,726 shares

    0.06% of the 13F portfolio, value $9,783,295.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 85,194 shares
    Change vs previous 13F +10,727 shares

    0.07% of the 13F portfolio, value $10,542,793.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 74,467 shares
    Change vs previous 13F +1,660 shares

    0.07% of the 13F portfolio, value $8,787,158.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 72,807 shares
    Change vs previous 13F +4,086 shares

    0.07% of the 13F portfolio, value $8,880,324.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 68,721 shares
    Change vs previous 13F +2,784 shares

    0.08% of the 13F portfolio, value $7,404,031.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 65,937 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,602,563.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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