Duncan Williams Asset Management, LLC: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Duncan Williams Asset Management, LLC on MA, newest first. How the timeline and the estimate are built.
Duncan Williams Asset Management, LLC held 6,526 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 6,526 sharesChange vs previous 13F +185 shares
0.76% of the 13F portfolio, value $3,352,008.
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 6,341 sharesChange vs previous 13F -318 shares
0.88% of the 13F portfolio, value $3,168,095.
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 6,659 sharesChange vs previous 13F -140 shares
0.92% of the 13F portfolio, value $3,685,897.
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 6,799 sharesChange vs previous 13F +73 shares
1.09% of the 13F portfolio, value $3,867,308.
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 6,726 sharesChange vs previous 13F +131 shares
1.19% of the 13F portfolio, value $3,779,837.
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 6,595 sharesChange vs previous 13F +272 shares
1.31% of the 13F portfolio, value $3,614,681.
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 6,323 sharesChange vs previous 13F +3,500 shares
1.31% of the 13F portfolio, value $3,329,396.
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 2,823 sharesChange vs previous 13F not available
0.77% of the 13F portfolio, value $1,393,920.
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).