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Lineweaver Wealth Advisors, LLC: DUK position timeline

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

Lineweaver Wealth Advisors, LLC held 23,845 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,845 shares
    Change vs previous 13F +1,848 shares

    0.32% of the 13F portfolio, value $2,718,566.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,997 shares
    Change vs previous 13F +1,199 shares

    0.33% of the 13F portfolio, value $2,784,432.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,798 shares
    Change vs previous 13F +686 shares

    0.37% of the 13F portfolio, value $2,723,249.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,112 shares
    Change vs previous 13F +1,308 shares

    0.32% of the 13F portfolio, value $2,357,361.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,804 shares
    Change vs previous 13F +2,691 shares

    0.34% of the 13F portfolio, value $2,327,001.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,113 shares
    Change vs previous 13F +1,177 shares

    0.3% of the 13F portfolio, value $1,901,368.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,936 shares
    Change vs previous 13F +1,307 shares

    0.31% of the 13F portfolio, value $1,821,632.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,629 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,468,520.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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