Duncan Williams Asset Management, LLC: CSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Duncan Williams Asset Management, LLC on CSM, newest first. How the timeline and the estimate are built.
Duncan Williams Asset Management, LLC held 29,276 CSM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 29,276 sharesChange vs previous 13F +10 shares
0.56% of the 13F portfolio, value $2,494,733.
13F-HR 0001765380-26-000224 filed by Duncan Williams Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,266 sharesChange vs previous 13F -2,446 shares
0.61% of the 13F portfolio, value $2,189,650.
13F-HR 0001765380-26-000158 filed by Duncan Williams Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,712 sharesChange vs previous 13F +550 shares
0.62% of the 13F portfolio, value $2,505,877.
13F-HR 0001765380-26-000064 filed by Duncan Williams Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,162 sharesChange vs previous 13F -526 shares
0.67% of the 13F portfolio, value $2,386,038.
13F-HR 0001765380-25-000483 filed by Duncan Williams Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 31,688 sharesChange vs previous 13F 0 shares
0.7% of the 13F portfolio, value $2,233,022.
13F-HR/A 0001765380-25-000255 filed by Duncan Williams Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,688 sharesChange vs previous 13F -10 shares
0.73% of the 13F portfolio, value $2,019,159.
13F-HR 0001765380-25-000146 filed by Duncan Williams Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,698 sharesChange vs previous 13F +1,757 shares
0.83% of the 13F portfolio, value $2,096,398.
13F-HR 0001765380-25-000004 filed by Duncan Williams Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,941 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $1,957,318.
13F-HR 0001765380-24-000387 filed by Duncan Williams Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).