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Disclosery

Marcum Wealth, LLC: DUK position timeline

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

Marcum Wealth, LLC held 9,573 DUK shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 9,573 shares
    Change vs previous 13F +1,505 shares

    0.1% of the 13F portfolio, value $1,167,674.

    13F-HR 0001784450-25-000004 filed by Marcum 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 ended2024-12-31
    13F 8,068 shares
    Change vs previous 13F +132 shares

    0.08% of the 13F portfolio, value $869,219.

    13F-HR 0001784450-25-000001 filed by Marcum 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 ended2024-09-30
    13F 7,936 shares
    Change vs previous 13F -514 shares

    0.09% of the 13F portfolio, value $914,992.

    13F-HR 0001784450-24-000006 filed by Marcum 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 ended2024-06-30
    13F 8,450 shares
    Change vs previous 13F -893 shares

    0.08% of the 13F portfolio, value $846,987.

    13F-HR 0001784450-24-000004 filed by Marcum 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 ended2024-03-31
    13F 9,343 shares
    Change vs previous 13F -1,123 shares

    0.09% of the 13F portfolio, value $903,531.

    13F-HR 0001784450-24-000003 filed by Marcum 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 ended2023-12-31
    13F 10,466 shares
    Change vs previous 13F +1,065 shares

    0.11% of the 13F portfolio, value $1,015,584.

    13F-HR 0001784450-24-000001 filed by Marcum 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 ended2023-09-30
    13F 9,401 shares
    Change vs previous 13F -889 shares

    0.1% of the 13F portfolio, value $829,709.

    13F-HR 0001784450-23-000005 filed by Marcum 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 ended2023-06-30
    13F 10,290 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $923,418.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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