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Disclosery

WealthTrust Axiom LLC: DUK position timeline

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

WealthTrust Axiom LLC held 14,158 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 14,158 shares
    Change vs previous 13F -242 shares

    0.4% of the 13F portfolio, value $1,792,124.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 14,400 shares
    Change vs previous 13F +1 shares

    0.46% of the 13F portfolio, value $1,885,524.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 14,399 shares
    Change vs previous 13F -199 shares

    0.43% of the 13F portfolio, value $1,687,690.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 14,598 shares
    Change vs previous 13F -232 shares

    0.48% of the 13F portfolio, value $1,806,461.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 14,830 shares
    Change vs previous 13F -676 shares

    0.51% of the 13F portfolio, value $1,749,886.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 15,506 shares
    Change vs previous 13F -299 shares

    0.58% of the 13F portfolio, value $1,891,316.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 15,805 shares
    Change vs previous 13F -103 shares

    0.51% of the 13F portfolio, value $1,702,811.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 15,908 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,834,188.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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