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Disclosery

Duncan Williams Asset Management, LLC: CGBL position timeline

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

Duncan Williams Asset Management, LLC held 34,016 CGBL 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 34,016 shares
    Change vs previous 13F +21,454 shares

    0.29% of the 13F portfolio, value $1,291,246.

    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 12,562 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $432,274.

    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).