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Duncan Williams Asset Management, LLC: AAPL position timeline

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

Duncan Williams Asset Management, LLC held 59,689 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,689 shares
    Change vs previous 13F +1,918 shares

    3.89% of the 13F portfolio, value $17,271,537.

    13F-HR 0001765380-26-000224 filed by Duncan Williams Asset 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 57,771 shares
    Change vs previous 13F +2,570 shares

    4.06% of the 13F portfolio, value $14,661,759.

    13F-HR 0001765380-26-000158 filed by Duncan Williams Asset 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 55,201 shares
    Change vs previous 13F -581 shares

    3.79% of the 13F portfolio, value $15,262,654.

    13F-HR 0001765380-26-000064 filed by Duncan Williams Asset 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 55,782 shares
    Change vs previous 13F +126 shares

    4% of the 13F portfolio, value $14,203,657.

    13F-HR 0001765380-25-000483 filed by Duncan Williams Asset 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/A 55,656 shares
    Change vs previous 13F -1,645 shares

    3.6% of the 13F portfolio, value $11,418,995.

    13F-HR/A 0001765380-25-000255 filed by Duncan Williams Asset 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 57,301 shares
    Change vs previous 13F -601 shares

    4.6% of the 13F portfolio, value $12,728,227.

    13F-HR 0001765380-25-000146 filed by Duncan Williams Asset 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 57,902 shares
    Change vs previous 13F +24,539 shares

    5.71% of the 13F portfolio, value $14,499,808.

    13F-HR 0001765380-25-000004 filed by Duncan Williams Asset 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 33,363 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $7,773,484.

    13F-HR 0001765380-24-000387 filed by Duncan Williams Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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