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Disclosery

Private Wealth Partners, LLC: DUK position timeline

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

Private Wealth Partners, LLC held 14,013 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,013 shares
    Change vs previous 13F -478 shares

    0.13% of the 13F portfolio, value $1,773,766.

    13F-HR 0001335851-26-000005 filed by Private 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 14,491 shares
    Change vs previous 13F +18 shares

    0.15% of the 13F portfolio, value $1,897,452.

    13F-HR 0001335851-26-000002 filed by Private 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 14,473 shares
    Change vs previous 13F -182 shares

    0.12% of the 13F portfolio, value $1,696,380.

    13F-HR 0001335851-26-000001 filed by Private 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 14,655 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,813,556.

    13F-HR 0001335851-25-000004 filed by Private 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 14,655 shares
    Change vs previous 13F -52 shares

    0.13% of the 13F portfolio, value $1,729,290.

    13F-HR 0001085146-25-004438 filed by Private 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 14,707 shares
    Change vs previous 13F -375 shares

    0.15% of the 13F portfolio, value $1,793,813.

    13F-HR 0001085146-25-002217 filed by Private 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 15,082 shares
    Change vs previous 13F -900 shares

    0.12% of the 13F portfolio, value $1,624,935.

    13F-HR 0001085146-25-000680 filed by Private 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 15,982 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,842,725.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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