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Ascentis Wealth Management, LLC: DUK position timeline

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

Ascentis Wealth Management, LLC held 185 DUK shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 185 shares
    Change vs previous 13F -19,415 shares

    <0.01% of the 13F portfolio, value $23,520.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 185 shares

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

  2. period ended2026-03-31
    13F 19,600 shares
    Change vs previous 13F +6,046 shares

    0.14% of the 13F portfolio, value $2,566,466.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 19,415 shares
    • Ascentis Wealth Management, LLC: 185 shares

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

  3. period ended2025-12-31
    13F 13,554 shares
    Change vs previous 13F +6,825 shares

    0.15% of the 13F portfolio, value $1,588,758.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13,369 shares
    • Ascentis Wealth Management, LLC: 185 shares

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

  4. period ended2025-09-30
    13F 6,729 shares
    Change vs previous 13F +228 shares

    0.08% of the 13F portfolio, value $832,878.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,286 shares
    • Ascentis Wealth Management, LLC: 443 shares

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

  5. period ended2025-06-30
    13F 6,501 shares
    Change vs previous 13F -3,513 shares

    0.08% of the 13F portfolio, value $767,661.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,058 shares
    • Ascentis Wealth Management, LLC: 443 shares

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

  6. period ended2025-03-31
    13F 10,014 shares
    Change vs previous 13F +755 shares

    0.15% of the 13F portfolio, value $1,221,207.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,571 shares
    • Ascentis Wealth Management, LLC: 443 shares

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

  7. period ended2024-12-31
    13F 9,259 shares
    Change vs previous 13F +3,940 shares

    0.19% of the 13F portfolio, value $997,523.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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/A 5,319 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $613,245.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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