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Disclosery

Smith Salley Wealth Management: DUK position timeline

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

Smith Salley Wealth Management held 59,147 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,147 shares
    Change vs previous 13F -254 shares

    0.33% of the 13F portfolio, value $7,486,765.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 59,401 shares
    Change vs previous 13F +2,595 shares

    0.39% of the 13F portfolio, value $7,777,969.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 56,806 shares
    Change vs previous 13F +2,184 shares

    0.33% of the 13F portfolio, value $6,658,226.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 54,622 shares
    Change vs previous 13F +410 shares

    0.35% of the 13F portfolio, value $6,759,418.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 54,212 shares
    Change vs previous 13F +2,455 shares

    0.37% of the 13F portfolio, value $6,397,057.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 51,757 shares
    Change vs previous 13F +232 shares

    0.41% of the 13F portfolio, value $6,312,776.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 51,525 shares
    Change vs previous 13F -516 shares

    0.36% of the 13F portfolio, value $5,551,265.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 52,041 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,000,328.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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