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Livermore
Livermore
ZHEN

Acima Private Wealth, LLC

SEC CIK
0001761961
Latest filing
Oct 5, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Acima Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overviewAll 13F holders of DUKFull Q3 2026 holdings

Shares (Q3 2026)
110
Value
$12.5K
% of portfolio
<0.1%
Quarters held
23
Since Q1 2021
Holdings of DUK by Acima Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2026110$12.5K<0.1%00.0%UnchangedHolders
Q2 2026110$13.9K<0.1%00.0%UnchangedHolders
Q1 2026110$14.4K<0.1%00.0%UnchangedHolders
Q4 2025110$12.9K<0.1%00.0%UnchangedHolders
Q3 2025110$13.6K<0.1%00.0%UnchangedHolders
Q2 2025110$13.0K<0.1%−258−70.1%ReducedHolders
Q1 2025368$44.9K<0.1%00.0%UnchangedHolders
Q4 2024368$39.6K<0.1%00.0%UnchangedHolders
Q3 2024368$42.4K<0.1%00.0%UnchangedHolders
Q2 2024368$36.9K<0.1%00.0%UnchangedHolders
Q1 2024368$35.6K<0.1%00.0%UnchangedHolders
Q4 2023368$35.7K<0.1%00.0%UnchangedHolders
Q3 2023368$32.5K<0.1%00.0%UnchangedHolders
Q2 2023368$33.0K<0.1%−50−12.0%ReducedHolders
Q1 2023418$40.3K<0.1%+50+13.6%AddedHolders
Q4 2022368$37.9K<0.1%00.0%UnchangedHolders
Q3 2022368$34.2K<0.1%00.0%UnchangedHolders
Q2 2022368$39.5K<0.1%00.0%UnchangedHolders
Q1 2022368$41.0K<0.1%00.0%UnchangedHolders
Q4 2021368$39.0K<0.1%00.0%UnchangedHolders
Q3 2021368$36.0K<0.1%00.0%UnchangedHolders
Q2 2021368$36.0K<0.1%00.0%UnchangedHolders
Q1 2021368$36.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.