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MUIRFIELD WEALTH ADVISORS LLC: DUK position timeline

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

MUIRFIELD WEALTH ADVISORS LLC held 2,608 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,608 shares
    Change vs previous 13F -237 shares

    0.22% of the 13F portfolio, value $330,083.

    13F-HR 0001951757-26-001173 filed by MUIRFIELD 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 2,845 shares
    Change vs previous 13F -249 shares

    0.27% of the 13F portfolio, value $372,489.

    13F-HR 0001951757-26-000702 filed by MUIRFIELD 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 3,094 shares
    Change vs previous 13F -178 shares

    0.27% of the 13F portfolio, value $362,599.

    13F-HR 0001951757-26-000377 filed by MUIRFIELD 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 ended2025-09-30
    13F 3,272 shares
    Change vs previous 13F -92 shares

    0.3% of the 13F portfolio, value $404,936.

    13F-HR 0001951757-25-001390 filed by MUIRFIELD 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 ended2025-06-30
    13F 3,364 shares
    Change vs previous 13F +41 shares

    0.32% of the 13F portfolio, value $397,009.

    13F-HR 0001951757-25-000955 filed by MUIRFIELD 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 ended2025-03-31
    13F 3,323 shares
    Change vs previous 13F +28 shares

    0.34% of the 13F portfolio, value $405,330.

    13F-HR 0001951757-25-000356 filed by MUIRFIELD 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 ended2024-12-31
    13F 3,295 shares
    Change vs previous 13F -12 shares

    0.29% of the 13F portfolio, value $354,980.

    13F-HR 0001951757-25-000128 filed by MUIRFIELD 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 ended2024-09-30
    13F 3,307 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $381,245.

    13F-HR 0001951757-24-001016 filed by MUIRFIELD WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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