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Disclosery

Sandro Wealth Management LLC: DUK position timeline

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

Sandro Wealth Management LLC held 2,629 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,629 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $332,840.

    13F-HR 0001951757-26-001125 filed by Sandro 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 2,612 shares
    Change vs previous 13F +268 shares

    0.27% of the 13F portfolio, value $341,977.

    13F-HR 0001951757-26-000678 filed by Sandro 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 2,344 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $274,746.

    13F-HR 0001951757-26-000341 filed by Sandro Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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