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Leo Wealth, LLC: DUK position timeline

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

Leo Wealth, LLC held 28,694 DUK shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 28,694 shares
    Change vs previous 13F +2,796 shares

    0.27% of the 13F portfolio, value $3,757,182.

    13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 25,898 shares
    Change vs previous 13F +7,516 shares

    0.22% of the 13F portfolio, value $3,035,541.

    13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 18,382 shares
    Change vs previous 13F -6,973 shares

    0.29% of the 13F portfolio, value $2,274,759.

    13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 25,355 shares
    Change vs previous 13F +6,071 shares

    0.23% of the 13F portfolio, value $2,991,877.

    13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 19,284 shares
    Change vs previous 13F -3,471 shares

    0.34% of the 13F portfolio, value $2,352,068.

    13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 22,755 shares
    Change vs previous 13F +4,565 shares

    0.22% of the 13F portfolio, value $2,451,623.

    13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 18,190 shares
    Change vs previous 13F +1,198 shares

    0.19% of the 13F portfolio, value $2,097,322.

    13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 16,992 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,699,062.

    13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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