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Disclosery

Level Wealth Management LLC: DUK position timeline

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

Level Wealth Management LLC held 4,599 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,599 shares
    Change vs previous 13F -176 shares

    0.23% of the 13F portfolio, value $582,122.

    13F-HR 0002036775-26-000003 filed by Level 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 4,775 shares
    Change vs previous 13F +91 shares

    0.29% of the 13F portfolio, value $625,281.

    13F-HR 0002036775-26-000002 filed by Level 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 4,684 shares
    Change vs previous 13F +204 shares

    0.28% of the 13F portfolio, value $549,014.

    13F-HR 0002036775-26-000001 filed by Level 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 4,480 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $554,430.

    13F-HR 0002036775-25-000005 filed by Level 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 4,478 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $528,453.

    13F-HR 0002001434-25-000007 filed by Level 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 4,477 shares
    Change vs previous 13F -531 shares

    0.36% of the 13F portfolio, value $546,005.

    13F-HR 0002036775-25-000003 filed by Level 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/A 5,008 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $539,538.

    13F-HR/A 0002001434-25-000003 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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