Skip to content
Disclosery

Wealthspire Advisors, LLC: DUK position timeline

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

Wealthspire Advisors, LLC held 19,524 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,524 shares
    Change vs previous 13F +544 shares

    0.01% of the 13F portfolio, value $2,471,377.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 18,980 shares
    Change vs previous 13F -7,604 shares

    0.02% of the 13F portfolio, value $2,485,195.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 26,584 shares
    Change vs previous 13F +4,918 shares

    0.02% of the 13F portfolio, value $3,115,966.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 21,666 shares
    Change vs previous 13F -1,063 shares

    0.01% of the 13F portfolio, value $2,681,206.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 22,729 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $2,682,051.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 22,761 shares
    Change vs previous 13F -1,377 shares

    0.02% of the 13F portfolio, value $2,776,195.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 24,138 shares
    Change vs previous 13F -1,488 shares

    0.03% of the 13F portfolio, value $2,600,641.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 25,626 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,954,661.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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