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Zinnia Wealth Advisory, LLC: DUK position timeline

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

Zinnia Wealth Advisory, LLC held 6,304 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,304 shares
    Change vs previous 13F -972 shares

    0.81% of the 13F portfolio, value $797,921.

    13F-HR 0002073676-26-000003 filed by Zinnia Wealth Advisory, 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 7,276 shares
    Change vs previous 13F +83 shares

    1.07% of the 13F portfolio, value $952,703.

    13F-HR 0002073676-26-000002 filed by Zinnia Wealth Advisory, 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 7,193 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $843,036.

    13F-HR 0002073676-26-000001 filed by Zinnia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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