VIRGINIA WEALTH MANAGEMENT GROUP, INC.: DUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VIRGINIA WEALTH MANAGEMENT GROUP, INC. on DUK, newest first. How the timeline and the estimate are built.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 40,746 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 40,746 sharesChange vs previous 13F +508 shares
2.29% of the 13F portfolio, value $4,645,468.
13F-HR 0001898282-26-000004 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Accepted , ingested - period ended2026-06-3013F 40,238 sharesChange vs previous 13F +349 shares
2.54% of the 13F portfolio, value $5,093,331.
13F-HR 0001898282-26-000003 filed by VIRGINIA WEALTH MANAGEMENT GROUP, 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 39,889 sharesChange vs previous 13F +359 shares
2.8% of the 13F portfolio, value $5,223,055.
13F-HR 0001898282-26-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, 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 39,530 sharesChange vs previous 13F +272 shares
2.71% of the 13F portfolio, value $4,633,290.
13F-HR 0001898282-26-000001 filed by VIRGINIA WEALTH MANAGEMENT GROUP, 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 39,258 sharesChange vs previous 13F +93 shares
2.8% of the 13F portfolio, value $4,858,123.
13F-HR 0001898282-25-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, 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 39,165 sharesChange vs previous 13F +64 shares
2.81% of the 13F portfolio, value $4,621,427.
13F-HR 0001085146-25-003923 filed by VIRGINIA WEALTH MANAGEMENT GROUP, 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 39,101 sharesChange vs previous 13F -239 shares
2.95% of the 13F portfolio, value $4,769,103.
13F-HR 0001085146-25-002108 filed by VIRGINIA WEALTH MANAGEMENT GROUP, 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 39,340 sharesChange vs previous 13F not available
2.62% of the 13F portfolio, value $4,238,459.
13F-HR 0001085146-25-000503 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).