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Disclosery

High Point Wealth Management, LLC: DUK position timeline

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

High Point Wealth Management, LLC held 6,132 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,132 shares
    Change vs previous 13F +618 shares

    0.63% of the 13F portfolio, value $776,155.

    13F-HR 0002106882-26-000003 filed by High Point 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 5,514 shares
    Change vs previous 13F +174 shares

    0.7% of the 13F portfolio, value $722,001.

    13F-HR 0002106882-26-000002 filed by High Point 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 5,340 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $625,937.

    13F-HR 0002106882-26-000001 filed by High Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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