Skip to content
Disclosery

Perigon Wealth Management, LLC: DUK position timeline

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

Perigon Wealth Management, LLC held 20,484 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 20,484 shares
    Change vs previous 13F +1,872 shares

    0.04% of the 13F portfolio, value $2,592,786.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 18,612 shares
    Change vs previous 13F +3,279 shares

    0.04% of the 13F portfolio, value $2,437,054.

    13F-HR 0001951757-26-000567 filed by Perigon 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 ended2025-12-31
    13F 15,333 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $1,797,219.

    13F-HR 0001951757-26-000202 filed by Perigon 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 ended2025-09-30
    13F 15,289 shares
    Change vs previous 13F +1,277 shares

    0.04% of the 13F portfolio, value $1,892,071.

    13F-HR 0001951757-25-001161 filed by Perigon 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 ended2025-06-30
    13F 14,012 shares
    Change vs previous 13F +1,275 shares

    0.04% of the 13F portfolio, value $1,653,476.

    13F-HR 0001951757-25-000869 filed by Perigon 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 ended2025-03-31
    13F 12,737 shares
    Change vs previous 13F -305 shares

    0.04% of the 13F portfolio, value $1,553,489.

    13F-HR 0001951757-25-000439 filed by Perigon 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 ended2024-12-31
    13F 13,042 shares
    Change vs previous 13F +2,491 shares

    0.03% of the 13F portfolio, value $1,422,392.

    13F-HR 0001951757-25-000106 filed by Perigon 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 ended2024-09-30
    13F 10,551 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,216,522.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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