Wealthfront Advisers LLC: DUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthfront Advisers LLC on DUK, newest first. How the timeline and the estimate are built.
Wealthfront Advisers LLC held 172,567 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 172,567 sharesChange vs previous 13F +10,121 shares
0.04% of the 13F portfolio, value $21,843,522.
13F-HR 0002085853-26-000956 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 162,446 sharesChange vs previous 13F +8,604 shares
0.05% of the 13F portfolio, value $21,270,679.
13F-HR 0002085853-26-000564 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 153,842 sharesChange vs previous 13F +15,527 shares
0.04% of the 13F portfolio, value $18,031,821.
13F-HR 0002085853-26-000151 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 138,315 sharesChange vs previous 13F +12,767 shares
0.04% of the 13F portfolio, value $17,116,481.
13F-HR 0002085853-25-000235 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 125,548 sharesChange vs previous 13F -7,418 shares
0.04% of the 13F portfolio, value $14,814,664.
13F-HR 0001667731-25-001032 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 132,966 sharesChange vs previous 13F +29,880 shares
0.04% of the 13F portfolio, value $16,217,863.
13F-HR 0001667731-25-000578 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 103,086 sharesChange vs previous 13F +15,484 shares
0.03% of the 13F portfolio, value $11,106,486.
13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 87,602 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $10,100,511.
13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).