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Marin Bay Wealth Advisors, LLC: DUK position timeline

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

Marin Bay Wealth Advisors, LLC held 1,637 DUK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,637 shares
    Change vs previous 13F -1,117 shares

    0.11% of the 13F portfolio, value $207,320.

    13F-HR/A 0001172661-26-003197 filed by Marin Bay Wealth 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 2,754 shares
    Change vs previous 13F +928 shares

    0.13% of the 13F portfolio, value $209,578.

    13F-HR 0001172661-26-001666 filed by Marin Bay 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 ended2025-12-31
    13F 1,826 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $214,025.

    13F-HR 0001172661-26-001025 filed by Marin Bay Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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