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Disclosery

Wealthcare Advisory Partners LLC: DUK position timeline

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

Wealthcare Advisory Partners LLC held 21,151 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,151 shares
    Change vs previous 13F -5,091 shares

    0.05% of the 13F portfolio, value $2,677,260.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 18,403 shares
    • Wealthcare Capital Partners, LLC: 2,748 shares

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

  2. period ended2026-03-31
    13F 26,242 shares
    Change vs previous 13F +592 shares

    0.06% of the 13F portfolio, value $3,436,168.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 22,960 shares
    • Wealthcare Capital Partners, LLC: 3,282 shares

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

  3. period ended2025-12-31
    13F 25,650 shares
    Change vs previous 13F +6,810 shares

    0.06% of the 13F portfolio, value $3,006,499.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 22,801 shares
    • Wealthcare Capital Partners, LLC: 2,849 shares

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

  4. period ended2025-09-30
    13F 18,840 shares
    Change vs previous 13F +208 shares

    0.05% of the 13F portfolio, value $2,331,430.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 16,011 shares
    • Wealthcare Capital Partners, LLC: 2,829 shares

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

  5. period ended2025-06-30
    13F 18,632 shares
    Change vs previous 13F +140 shares

    0.05% of the 13F portfolio, value $2,198,612.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 15,810 shares
    • Wealthcare Capital Partners, LLC: 2,822 shares

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

  6. period ended2025-03-31
    13F 18,492 shares
    Change vs previous 13F +1,173 shares

    0.06% of the 13F portfolio, value $2,255,472.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 15,680 shares
    • Wealthcare Capital Partners, LLC: 2,812 shares

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

  7. period ended2024-12-31
    13F 17,319 shares
    Change vs previous 13F +2,336 shares

    0.05% of the 13F portfolio, value $1,865,924.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 14,571 shares
    • Wealthcare Capital Partners, LLC: 2,748 shares

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

  8. period ended2024-09-30
    13F 14,983 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,727,558.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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