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Disclosery

Semus Wealth Partners LLC: DUK position timeline

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

Semus Wealth Partners LLC held 1,933 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,933 shares
    Change vs previous 13F +16 shares

    0.12% of the 13F portfolio, value $244,651.

    13F-HR 0001172661-26-003186 filed by Semus 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 1,917 shares
    Change vs previous 13F +14 shares

    0.14% of the 13F portfolio, value $251,061.

    13F-HR 0001172661-26-001533 filed by Semus 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 1,903 shares
    Change vs previous 13F +17 shares

    0.12% of the 13F portfolio, value $223,043.

    13F-HR 0001172661-26-000325 filed by Semus 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 1,886 shares
    Change vs previous 13F -60 shares

    0.13% of the 13F portfolio, value $233,447.

    13F-HR 0001172661-25-004356 filed by Semus 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 1,946 shares
    Change vs previous 13F -58 shares

    0.15% of the 13F portfolio, value $229,617.

    13F-HR 0001172661-25-003021 filed by Semus 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 2,004 shares
    Change vs previous 13F +16 shares

    0.17% of the 13F portfolio, value $244,437.

    13F-HR 0001172661-25-001605 filed by Semus 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 1,988 shares
    Change vs previous 13F +81 shares

    0.14% of the 13F portfolio, value $214,210.

    13F-HR 0001172661-25-000459 filed by Semus 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 1,907 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $219,930.

    13F-HR 0001172661-24-004510 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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