Stockman Wealth Management, Inc.: DUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stockman Wealth Management, Inc. on DUK, newest first. How the timeline and the estimate are built.
Stockman Wealth Management, Inc. held 7,355 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 7,355 sharesChange vs previous 13F +24 shares
0.1% of the 13F portfolio, value $930,996.
13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,331 sharesChange vs previous 13F +902 shares
0.11% of the 13F portfolio, value $959,922.
13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 6,429 sharesChange vs previous 13F -25 shares
0.09% of the 13F portfolio, value $753,544.
13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,454 sharesChange vs previous 13F +35 shares
0.1% of the 13F portfolio, value $798,683.
13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,419 sharesChange vs previous 13F -112 shares
0.1% of the 13F portfolio, value $757,442.
13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,531 sharesChange vs previous 13F +98 shares
0.12% of the 13F portfolio, value $796,587.
13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,433 sharesChange vs previous 13F +482 shares
0.11% of the 13F portfolio, value $693,092.
13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,951 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $686,151.
13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).