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Pine Harbor Wealth Management, LLC: DUK position timeline

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

Pine Harbor Wealth Management, LLC held 3,245 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,245 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $410,695.

    13F-HR 0002016051-26-000004 filed by Pine Harbor 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 3,243 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $424,604.

    13F-HR 0002016051-26-000002 filed by Pine Harbor 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 3,241 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $379,884.

    13F-HR 0002016051-26-000001 filed by Pine Harbor 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 3,239 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $400,843.

    13F-HR 0001172661-25-004751 filed by Pine Harbor 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 3,237 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $382,005.

    13F-HR 0001172661-25-003368 filed by Pine Harbor 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 3,235 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $394,634.

    13F-HR 0001172661-25-001851 filed by Pine Harbor 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 3,233 shares
    Change vs previous 13F -217 shares

    0.14% of the 13F portfolio, value $348,400.

    13F-HR 0001172661-25-000734 filed by Pine Harbor 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 3,450 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $397,876.

    13F-HR 0001172661-24-004621 filed by Pine Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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