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Disclosery

TrinityPoint Wealth, LLC: DUK position timeline

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

TrinityPoint Wealth, LLC held 11,252 DUK shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 11,252 shares
    Change vs previous 13F -17,364 shares

    0.17% of the 13F portfolio, value $1,212,310.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 28,616 shares
    Change vs previous 13F -78 shares

    0.47% of the 13F portfolio, value $3,299,477.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 28,694 shares
    Change vs previous 13F +1,564 shares

    0.45% of the 13F portfolio, value $2,876,021.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 27,130 shares
    Change vs previous 13F +257 shares

    0.43% of the 13F portfolio, value $2,623,747.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 26,873 shares
    Change vs previous 13F +1,841 shares

    0.47% of the 13F portfolio, value $2,607,710.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 25,032 shares
    Change vs previous 13F +3,158 shares

    0.44% of the 13F portfolio, value $2,209,307.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 21,874 shares
    Change vs previous 13F +412 shares

    0.38% of the 13F portfolio, value $1,962,964.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 21,462 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,070,431.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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