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Revisor Wealth Management LLC: DUK position timeline

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

Revisor Wealth Management LLC held 9,214 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,214 shares
    Change vs previous 13F -1,719 shares

    0.28% of the 13F portfolio, value $1,166,316.

    13F-HR 0001754960-26-000579 filed by Revisor 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 10,933 shares
    Change vs previous 13F -51 shares

    0.4% of the 13F portfolio, value $1,431,574.

    13F-HR 0001754960-26-000321 filed by Revisor 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 10,984 shares
    Change vs previous 13F +3,835 shares

    0.35% of the 13F portfolio, value $1,290,870.

    13F-HR 0001754960-26-000125 filed by Revisor 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 7,149 shares
    Change vs previous 13F -12 shares

    0.31% of the 13F portfolio, value $891,556.

    13F-HR 0001754960-25-000658 filed by Revisor 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 7,161 shares
    Change vs previous 13F +3,466 shares

    0.31% of the 13F portfolio, value $846,220.

    13F-HR 0001754960-25-000376 filed by Revisor 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 3,695 shares
    Change vs previous 13F +1,641 shares

    0.2% of the 13F portfolio, value $450,683.

    13F-HR 0001754960-25-000257 filed by Revisor 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 2,054 shares
    Change vs previous 13F -1,740 shares

    0.21% of the 13F portfolio, value $227,556.

    13F-HR 0001754960-25-000149 filed by Revisor 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 3,794 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $437,448.

    13F-HR 0001754960-24-000554 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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