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Disclosery

Duncan Williams Asset Management, LLC: PDI position timeline

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

Duncan Williams Asset Management, LLC held 68,006 PDI 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 68,006 shares
    Change vs previous 13F +9,866 shares

    0.26% of the 13F portfolio, value $1,135,707.

    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 58,140 shares
    Change vs previous 13F +2,016 shares

    0.28% of the 13F portfolio, value $994,780.

    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 56,124 shares
    Change vs previous 13F -8,403 shares

    0.26% of the 13F portfolio, value $1,035,491.

    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 64,527 shares
    Change vs previous 13F -35,374 shares

    0.36% of the 13F portfolio, value $1,277,637.

    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 99,901 shares
    Change vs previous 13F +1,746 shares

    0.6% of the 13F portfolio, value $1,895,121.

    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 98,155 shares
    Change vs previous 13F +3,759 shares

    0.7% of the 13F portfolio, value $1,943,460.

    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 94,396 shares
    Change vs previous 13F +6,440 shares

    0.68% of the 13F portfolio, value $1,731,228.

    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 87,956 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,782,873.

    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).