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Duncan Williams Asset Management, LLC: CGXU position timeline

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

Duncan Williams Asset Management, LLC held 44,939 CGXU 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 44,939 shares
    Change vs previous 13F +1,851 shares

    0.35% of the 13F portfolio, value $1,555,777.

    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 43,088 shares
    Change vs previous 13F -1,104 shares

    0.35% of the 13F portfolio, value $1,270,679.

    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 44,192 shares
    Change vs previous 13F -2,394 shares

    0.34% of the 13F portfolio, value $1,376,150.

    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 46,586 shares
    Change vs previous 13F -8,530 shares

    0.39% of the 13F portfolio, value $1,379,867.

    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 55,116 shares
    Change vs previous 13F -5,406 shares

    0.47% of the 13F portfolio, value $1,495,291.

    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 60,522 shares
    Change vs previous 13F +6,070 shares

    0.54% of the 13F portfolio, value $1,481,573.

    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 54,452 shares
    Change vs previous 13F +29,538 shares

    0.53% of the 13F portfolio, value $1,343,325.

    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 24,914 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $671,918.

    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).