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Disclosery

LVW Advisors, LLC: DUK position timeline

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

LVW Advisors, LLC held 11,871 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,871 shares
    Change vs previous 13F +163 shares

    0.13% of the 13F portfolio, value $1,502,632.

    13F-HR 0001576053-26-000004 filed by LVW Advisors, 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 11,708 shares
    Change vs previous 13F -6,448 shares

    0.15% of the 13F portfolio, value $1,533,046.

    13F-HR 0001576053-26-000002 filed by LVW 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 ended2025-12-31
    13F 18,156 shares
    Change vs previous 13F -1,437 shares

    0.22% of the 13F portfolio, value $2,128,065.

    13F-HR 0001576053-26-000001 filed by LVW 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 ended2025-09-30
    13F 19,593 shares
    Change vs previous 13F -1,153 shares

    0.25% of the 13F portfolio, value $2,424,634.

    13F-HR 0001576053-25-000003 filed by LVW 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 ended2025-06-30
    13F 20,746 shares
    Change vs previous 13F +1,100 shares

    0.27% of the 13F portfolio, value $2,448,028.

    13F-HR 0001085146-25-003901 filed by LVW 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 ended2025-03-31
    13F 19,646 shares
    Change vs previous 13F +938 shares

    0.29% of the 13F portfolio, value $2,396,223.

    13F-HR 0001085146-25-001955 filed by LVW 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 ended2024-12-31
    13F 18,708 shares
    Change vs previous 13F +754 shares

    0.25% of the 13F portfolio, value $2,015,600.

    13F-HR 0001085146-25-000247 filed by LVW 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 ended2024-09-30
    13F 17,954 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,070,097.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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