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Disclosery

Partnership Wealth Management, LLC: DUK position timeline

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

Partnership Wealth Management, LLC held 2,612 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,612 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $297,794.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,612 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $330,627.

    13F-HR 0002010656-26-000004 filed by Partnership Wealth Management, 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 2,612 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $342,015.

    13F-HR 0002010656-26-000003 filed by Partnership Wealth Management, 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 2,612 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $306,153.

    13F-HR 0002010656-26-000001 filed by Partnership Wealth Management, 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 2,612 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $323,235.

    13F-HR 0002010656-25-000007 filed by Partnership Wealth Management, 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 2,612 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $308,216.

    13F-HR 0002010656-25-000004 filed by Partnership Wealth Management, 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 2,612 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $318,586.

    13F-HR 0002010656-25-000003 filed by Partnership Wealth Management, 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 2,612 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $281,417.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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