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Disclosery

Seven Springs Wealth Group, LLC: DUK position timeline

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

Seven Springs Wealth Group, LLC held 42,526 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,526 shares
    Change vs previous 13F +3,326 shares

    1.18% of the 13F portfolio, value $5,382,981.

    13F-HR 0001172661-26-003050 filed by Seven Springs Wealth Group, 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 39,200 shares
    Change vs previous 13F +1,926 shares

    1.19% of the 13F portfolio, value $5,132,783.

    13F-HR 0001172661-26-001912 filed by Seven Springs Wealth Group, 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 37,274 shares
    Change vs previous 13F +1,248 shares

    1.25% of the 13F portfolio, value $4,368,827.

    13F-HR 0001172661-26-000566 filed by Seven Springs Wealth Group, 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 36,026 shares
    Change vs previous 13F +1,502 shares

    1.08% of the 13F portfolio, value $4,458,156.

    13F-HR 0001172661-25-004701 filed by Seven Springs Wealth Group, 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 34,524 shares
    Change vs previous 13F +2,302 shares

    1.01% of the 13F portfolio, value $4,073,832.

    13F-HR 0001172661-25-003231 filed by Seven Springs Wealth Group, 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 32,222 shares
    Change vs previous 13F -4,826 shares

    1.4% of the 13F portfolio, value $3,930,117.

    13F-HR 0001172661-25-001989 filed by Seven Springs Wealth Group, 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 37,048 shares
    Change vs previous 13F +1,894 shares

    1.49% of the 13F portfolio, value $3,991,552.

    13F-HR 0001172661-25-001029 filed by Seven Springs Wealth Group, 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 35,154 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $4,053,256.

    13F-HR 0001172661-24-004835 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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