Skip to content
Disclosery

Duncan Williams Asset Management, LLC: CGMU position timeline

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

Duncan Williams Asset Management, LLC held 29,866 CGMU 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 29,866 shares
    Change vs previous 13F -8,595 shares

    0.18% of the 13F portfolio, value $820,419.

    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 38,461 shares
    Change vs previous 13F +1,486 shares

    0.29% of the 13F portfolio, value $1,044,210.

    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 36,975 shares
    Change vs previous 13F +10,020 shares

    0.25% of the 13F portfolio, value $1,021,625.

    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 26,955 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $735,595.

    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).