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Duncan Williams Asset Management, LLC: VEA position timeline

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

Duncan Williams Asset Management, LLC held 189,403 VEA 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 189,403 shares
    Change vs previous 13F +5,565 shares

    3.04% of the 13F portfolio, value $13,494,994.

    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 183,838 shares
    Change vs previous 13F +1,948 shares

    3.27% of the 13F portfolio, value $11,780,313.

    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 181,890 shares
    Change vs previous 13F +53,209 shares

    3.02% of the 13F portfolio, value $12,150,257.

    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 128,681 shares
    Change vs previous 13F +20,398 shares

    2.17% of the 13F portfolio, value $7,710,550.

    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 108,283 shares
    Change vs previous 13F +4,912 shares

    1.95% of the 13F portfolio, value $6,173,235.

    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 103,371 shares
    Change vs previous 13F +25,087 shares

    1.9% of the 13F portfolio, value $5,254,340.

    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 78,284 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,743,520.

    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).