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MFA WEALTH ADVISORS, LLC: DUK position timeline

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

MFA WEALTH ADVISORS, LLC held 24,873 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,873 shares
    Change vs previous 13F +195 shares

    0.48% of the 13F portfolio, value $2,835,783.

    13F-HR 0001688184-26-000006 filed by MFA WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,678 shares
    Change vs previous 13F +3,621 shares

    0.53% of the 13F portfolio, value $3,123,719.

    13F-HR 0001688184-26-000004 filed by MFA 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 21,057 shares
    Change vs previous 13F +1,851 shares

    0.54% of the 13F portfolio, value $2,757,157.

    13F-HR 0001688184-26-000003 filed by MFA 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 19,206 shares
    Change vs previous 13F +1,411 shares

    0.48% of the 13F portfolio, value $2,251,086.

    13F-HR 0001688184-26-000001 filed by MFA 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 17,795 shares
    Change vs previous 13F +477 shares

    0.48% of the 13F portfolio, value $2,202,176.

    13F-HR 0001688184-25-000007 filed by MFA 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 17,318 shares
    Change vs previous 13F -1,836 shares

    0.48% of the 13F portfolio, value $2,043,550.

    13F-HR 0002051613-25-000006 filed by MFA 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 19,154 shares
    Change vs previous 13F +439 shares

    0.58% of the 13F portfolio, value $2,336,221.

    13F-HR 0001688184-25-000003 filed by MFA 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 18,715 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,016,346.

    13F-HR 0001688184-25-000001 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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