Wellspring Financial Advisors, LLC: DUK position timeline

Wellspring Financial Advisors, LLC held 1,744 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,744 shares

   Change vs previous 13F -35 shares

   0.01% of the 13F portfolio, value $221,062.

   13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,779 shares

   Change vs previous 13F -582 shares

   0.02% of the 13F portfolio, value $232,942.

   13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,361 shares

   Change vs previous 13F +304 shares

   0.02% of the 13F portfolio, value $276,775.

   13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,057 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $254,554.

   13F-HR 0001104659-25-111176 filed by Wellspring Financial Advisors, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,057 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $242,726.

   13F-HR 0001104659-25-077409 filed by Wellspring Financial Advisors, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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