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Integrated Wealth Concepts LLC: DUK position timeline

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

Integrated Wealth Concepts LLC held 47,241 DUK shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 47,241 shares
    Change vs previous 13F +14,784 shares

    0.04% of the 13F portfolio, value $5,979,743.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 32,457 shares
    Change vs previous 13F +19,233 shares

    0.03% of the 13F portfolio, value $4,249,879.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 13,224 shares
    Change vs previous 13F -19,421 shares

    0.02% of the 13F portfolio, value $1,549,961.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 32,645 shares
    Change vs previous 13F +1,907 shares

    0.04% of the 13F portfolio, value $4,039,775.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 30,738 shares
    Change vs previous 13F +23 shares

    0.04% of the 13F portfolio, value $3,627,074.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 30,715 shares
    Change vs previous 13F +562 shares

    0.04% of the 13F portfolio, value $3,746,260.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 30,153 shares
    Change vs previous 13F -6,100 shares

    0.04% of the 13F portfolio, value $3,248,731.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 36,253 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,180,007.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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