Skip to content
Disclosery

Duncan Williams Asset Management, LLC: VB position timeline

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

Duncan Williams Asset Management, LLC held 27,067 VB 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 27,067 shares
    Change vs previous 13F +356 shares

    1.85% of the 13F portfolio, value $8,204,520.

    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 26,711 shares
    Change vs previous 13F +90 shares

    1.94% of the 13F portfolio, value $6,996,173.

    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 26,621 shares
    Change vs previous 13F +1,407 shares

    1.8% of the 13F portfolio, value $7,245,521.

    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 25,214 shares
    Change vs previous 13F +595 shares

    1.8% of the 13F portfolio, value $6,411,388.

    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 24,619 shares
    Change vs previous 13F -19 shares

    1.84% of the 13F portfolio, value $5,834,258.

    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 24,638 shares
    Change vs previous 13F +4,217 shares

    1.97% of the 13F portfolio, value $5,463,577.

    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 20,421 shares
    Change vs previous 13F +18,197 shares

    1.93% of the 13F portfolio, value $4,906,783.

    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 2,224 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $527,555.

    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).