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Revolve Wealth Partners, LLC: DUK position timeline

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

Revolve Wealth Partners, LLC held 3,389 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,389 shares
    Change vs previous 13F +252 shares

    0.04% of the 13F portfolio, value $428,956.

    13F-HR 0002085853-26-000673 filed by Revolve 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 3,137 shares
    Change vs previous 13F +242 shares

    0.05% of the 13F portfolio, value $410,734.

    13F-HR 0002085853-26-000357 filed by Revolve 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 2,895 shares
    Change vs previous 13F -58 shares

    0.04% of the 13F portfolio, value $339,270.

    13F-HR 0002085853-26-000053 filed by Revolve 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 2,953 shares
    Change vs previous 13F +117 shares

    0.04% of the 13F portfolio, value $365,486.

    13F-HR 0002085853-25-000078 filed by Revolve 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 2,836 shares
    Change vs previous 13F -198 shares

    0.04% of the 13F portfolio, value $334,685.

    13F-HR 0001667731-25-000986 filed by Revolve 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 3,034 shares
    Change vs previous 13F +84 shares

    0.05% of the 13F portfolio, value $370,076.

    13F-HR 0001667731-25-000418 filed by Revolve 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/A 2,950 shares
    Change vs previous 13F -325 shares

    0.05% of the 13F portfolio, value $317,850.

    13F-HR/A 0001667731-25-000346 filed by Revolve 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 3,275 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $377,626.

    13F-HR 0001808992-24-000004 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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