Duncan Williams Asset Management, LLC: PDBC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Duncan Williams Asset Management, LLC on PDBC, newest first. How the timeline and the estimate are built.
Duncan Williams Asset Management, LLC held 0 PDBC shares at 2025-09-30 per its 13F-HR filed 2025-11-12.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -10,351 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 10,351 sharesChange vs previous 13F -2,104 shares
0.04% of the 13F portfolio, value $134,977.
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 12,455 sharesChange vs previous 13F -74 shares
0.06% of the 13F portfolio, value $169,762.
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 12,529 sharesChange vs previous 13F -10,618 shares
0.06% of the 13F portfolio, value $162,752.
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 23,147 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $310,864.
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).