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RWA WEALTH PARTNERS, LLC: DUK position timeline

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

RWA WEALTH PARTNERS, LLC held 86,020 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 86,020 shares
    Change vs previous 13F +29,116 shares

    0.1% of the 13F portfolio, value $10,888,339.

    13F-HR 0001544576-26-000005 filed by RWA 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 56,904 shares
    Change vs previous 13F -2,040 shares

    0.08% of the 13F portfolio, value $7,451,074.

    13F-HR 0001544576-26-000004 filed by RWA 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 58,944 shares
    Change vs previous 13F +6,476 shares

    0.08% of the 13F portfolio, value $6,908,857.

    13F-HR 0001544576-26-000001 filed by RWA 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 52,468 shares
    Change vs previous 13F +3,368 shares

    0.07% of the 13F portfolio, value $6,492,943.

    13F-HR 0001544576-25-000007 filed by RWA 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 49,100 shares
    Change vs previous 13F -52,034 shares

    0.07% of the 13F portfolio, value $5,793,818.

    13F-HR 0001544576-25-000005 filed by RWA 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 101,134 shares
    Change vs previous 13F -5,002 shares

    0.16% of the 13F portfolio, value $12,335,387.

    13F-HR 0001544576-25-000004 filed by RWA 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 106,136 shares
    Change vs previous 13F +55,921 shares

    0.14% of the 13F portfolio, value $11,435,193.

    13F-HR 0001544576-25-000001 filed by RWA 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 50,215 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,789,850.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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