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Duncan Williams Asset Management, LLC: MUNI position timeline

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

Duncan Williams Asset Management, LLC held 14,132 MUNI 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 14,132 shares
    Change vs previous 13F -8,892 shares

    0.17% of the 13F portfolio, value $743,357.

    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 23,024 shares
    Change vs previous 13F -3,526 shares

    0.33% of the 13F portfolio, value $1,201,646.

    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 26,550 shares
    Change vs previous 13F +1,786 shares

    0.35% of the 13F portfolio, value $1,401,864.

    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 24,764 shares
    Change vs previous 13F -9,796 shares

    0.36% of the 13F portfolio, value $1,294,640.

    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 34,560 shares
    Change vs previous 13F +249 shares

    0.56% of the 13F portfolio, value $1,774,989.

    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 34,311 shares
    Change vs previous 13F -227 shares

    0.64% of the 13F portfolio, value $1,768,713.

    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 34,538 shares
    Change vs previous 13F +4,008 shares

    0.7% of the 13F portfolio, value $1,786,633.

    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 30,530 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,617,485.

    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).