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Disclosery

Western Wealth Management, LLC: DUK position timeline

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

Western Wealth Management, LLC held 10,480 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,480 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $1,326,543.

    13F-HR 0001767902-26-000006 filed by Western Wealth Management, 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/A 10,412 shares
    Change vs previous 13F +535 shares

    0.05% of the 13F portfolio, value $1,363,356.

    13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, 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 9,877 shares
    Change vs previous 13F +1,030 shares

    0.05% of the 13F portfolio, value $1,157,701.

    13F-HR 0001767902-26-000002 filed by Western Wealth Management, 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 8,847 shares
    Change vs previous 13F -65 shares

    0.06% of the 13F portfolio, value $1,094,811.

    13F-HR 0001767902-25-000009 filed by Western Wealth Management, 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 8,912 shares
    Change vs previous 13F +311 shares

    0.06% of the 13F portfolio, value $1,051,632.

    13F-HR 0001908177-25-000004 filed by Western Wealth Management, 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 8,601 shares
    Change vs previous 13F -510 shares

    0.07% of the 13F portfolio, value $1,049,060.

    13F-HR 0001767902-25-000006 filed by Western Wealth Management, 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/A 9,111 shares
    Change vs previous 13F +186 shares

    0.06% of the 13F portfolio, value $981,623.

    13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, 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 8,925 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,029,009.

    13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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