Skip to content
Disclosery

Wealth Group, Ltd.: DUK position timeline

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

Wealth Group, Ltd. held 40,921 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,921 shares
    Change vs previous 13F +15,352 shares

    1.29% of the 13F portfolio, value $5,180,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 25,569 shares
    Change vs previous 13F +1,833 shares

    3.12% of the 13F portfolio, value $3,348,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 23,736 shares
    Change vs previous 13F -206 shares

    2.71% of the 13F portfolio, value $2,782,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 23,942 shares
    Change vs previous 13F -2,840 shares

    2.8% of the 13F portfolio, value $2,825,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 26,782 shares
    Change vs previous 13F +3,921 shares

    2.12% of the 13F portfolio, value $3,267,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 22,861 shares
    Change vs previous 13F -29 shares

    1.59% of the 13F portfolio, value $2,463,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 22,890 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,639,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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