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Disclosery

SPWM Advisors LLC: DUK position timeline

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

SPWM Advisors LLC held 1,644 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,644 shares
    Change vs previous 13F -62 shares

    0.19% of the 13F portfolio, value $205,557.

    13F-HR 0001951757-26-001065 filed by SPWM Advisors 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 1,706 shares
    Change vs previous 13F -239 shares

    0.19% of the 13F portfolio, value $213,389.

    13F-HR 0001951757-26-000855 filed by SPWM Advisors 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 1,945 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $227,956.

    13F-HR 0001951757-26-000466 filed by SPWM Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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