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Disclosery

Principle Wealth Partners LLC: DUK position timeline

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

Principle Wealth Partners LLC held 41,778 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 41,778 shares
    Change vs previous 13F +323 shares

    0.26% of the 13F portfolio, value $5,288,240.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 41,455 shares
    Change vs previous 13F -159 shares

    0.31% of the 13F portfolio, value $5,428,103.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 41,614 shares
    Change vs previous 13F +1,704 shares

    0.27% of the 13F portfolio, value $4,877,576.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 39,910 shares
    Change vs previous 13F +961 shares

    0.29% of the 13F portfolio, value $4,938,921.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 38,949 shares
    Change vs previous 13F -1,287 shares

    0.29% of the 13F portfolio, value $4,595,991.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 40,236 shares
    Change vs previous 13F -1,576 shares

    0.35% of the 13F portfolio, value $4,907,595.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 41,812 shares
    Change vs previous 13F +5,898 shares

    0.32% of the 13F portfolio, value $4,504,825.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 35,914 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,140,884.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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