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Disclosery

WealthShield Partners, LLC: DUK position timeline

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

WealthShield Partners, LLC held 19,310 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,310 shares
    Change vs previous 13F -5,659 shares

    0.37% of the 13F portfolio, value $2,444,312.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, LLC
    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 24,969 shares
    Change vs previous 13F -543 shares

    0.36% of the 13F portfolio, value $3,269,444.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, LLC
    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 25,512 shares
    Change vs previous 13F +52 shares

    0.33% of the 13F portfolio, value $2,990,224.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 25,460 shares
    Change vs previous 13F +7 shares

    0.36% of the 13F portfolio, value $3,150,653.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 25,453 shares
    Change vs previous 13F +80 shares

    0.36% of the 13F portfolio, value $3,003,476.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,373 shares
    Change vs previous 13F +5,837 shares

    0.4% of the 13F portfolio, value $3,094,704.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 19,536 shares
    Change vs previous 13F -187 shares

    0.3% of the 13F portfolio, value $2,104,836.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,723 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,274,005.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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