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Duncan Williams Asset Management, LLC: DGRW position timeline

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

Duncan Williams Asset Management, LLC held 533,740 DGRW 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 533,740 shares
    Change vs previous 13F +25,966 shares

    11.5% of the 13F portfolio, value $51,036,252.

    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 507,774 shares
    Change vs previous 13F -15,460 shares

    12.37% of the 13F portfolio, value $44,602,896.

    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 523,234 shares
    Change vs previous 13F +32,967 shares

    11.98% of the 13F portfolio, value $48,195,054.

    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 490,267 shares
    Change vs previous 13F +47,404 shares

    12.27% of the 13F portfolio, value $43,614,189.

    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 442,863 shares
    Change vs previous 13F +54,401 shares

    11.71% of the 13F portfolio, value $37,085,352.

    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 388,462 shares
    Change vs previous 13F +218,492 shares

    11.21% of the 13F portfolio, value $31,022,592.

    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 169,970 shares
    Change vs previous 13F +20,844 shares

    5.42% of the 13F portfolio, value $13,755,639.

    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 149,126 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $12,408,798.

    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).