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
- period ended2026-03-3113F 28,694 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,898 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,382 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,355 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,284 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,755 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,190 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 16,992 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).