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Disclosery

Duncan Williams Asset Management, LLC: KKR position timeline

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

Duncan Williams Asset Management, LLC held 7,400 KKR 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 7,400 shares
    Change vs previous 13F -298 shares

    0.15% of the 13F portfolio, value $679,134.

    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 7,698 shares
    Change vs previous 13F -2,051 shares

    0.2% of the 13F portfolio, value $712,098.

    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 9,749 shares
    Change vs previous 13F -758 shares

    0.25% of the 13F portfolio, value $1,021,441.

    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 10,507 shares
    Change vs previous 13F -2,335 shares

    0.38% of the 13F portfolio, value $1,365,320.

    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 12,842 shares
    Change vs previous 13F +1,806 shares

    0.54% of the 13F portfolio, value $1,708,342.

    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 11,036 shares
    Change vs previous 13F +655 shares

    0.46% of the 13F portfolio, value $1,275,910.

    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 10,381 shares
    Change vs previous 13F -2,769 shares

    0.6% of the 13F portfolio, value $1,535,387.

    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 13,150 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,717,098.

    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).