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Duncan Williams Asset Management, LLC: MSFT position timeline

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

Duncan Williams Asset Management, LLC held 17,243 MSFT 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 17,243 shares
    Change vs previous 13F +79 shares

    1.45% of the 13F portfolio, value $6,432,010.

    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 17,164 shares
    Change vs previous 13F -593 shares

    1.76% of the 13F portfolio, value $6,353,511.

    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 17,757 shares
    Change vs previous 13F -993 shares

    1.83% of the 13F portfolio, value $7,354,642.

    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 18,750 shares
    Change vs previous 13F -916 shares

    2.73% of the 13F portfolio, value $9,711,511.

    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 19,666 shares
    Change vs previous 13F +1,182 shares

    3.09% of the 13F portfolio, value $9,781,973.

    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 18,484 shares
    Change vs previous 13F +1,099 shares

    2.51% of the 13F portfolio, value $6,938,625.

    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 17,385 shares
    Change vs previous 13F +601 shares

    2.89% of the 13F portfolio, value $7,327,974.

    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 16,784 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $7,222,332.

    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).