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Disclosery

MBL Wealth, LLC: DUK position timeline

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

MBL Wealth, LLC held 12,184 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 12,184 shares
    Change vs previous 13F +259 shares

    0.11% of the 13F portfolio, value $1,542,226.

    13F-HR 0001437749-26-023609 filed by MBL 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 ended2026-03-31
    13F 11,925 shares
    Change vs previous 13F -92 shares

    0.12% of the 13F portfolio, value $1,561,518.

    13F-HR 0001437749-26-013587 filed by MBL 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 ended2025-12-31
    13F 12,017 shares
    Change vs previous 13F +2,204 shares

    0.11% of the 13F portfolio, value $1,408,539.

    13F-HR 0001437749-26-001627 filed by MBL 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 ended2025-09-30
    13F 9,813 shares
    Change vs previous 13F +235 shares

    0.11% of the 13F portfolio, value $1,214,321.

    13F-HR 0001437749-25-031122 filed by MBL 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 ended2025-06-30
    13F 9,578 shares
    Change vs previous 13F +477 shares

    0.11% of the 13F portfolio, value $1,130,241.

    13F-HR 0001437749-25-023178 filed by MBL 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 ended2025-03-31
    13F 9,101 shares
    Change vs previous 13F +2,456 shares

    0.11% of the 13F portfolio, value $1,110,035.

    13F-HR 0001437749-25-017955 filed by MBL 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 ended2024-12-31
    13F 6,645 shares
    Change vs previous 13F +430 shares

    0.07% of the 13F portfolio, value $715,886.

    13F-HR 0001437749-25-012433 filed by MBL 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 ended2024-09-30
    13F 6,215 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $716,590.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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