Duncan Williams Asset Management, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Duncan Williams Asset Management, LLC on VO, newest first. How the timeline and the estimate are built.
Duncan Williams Asset Management, LLC held 52,189 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 52,189 sharesChange vs previous 13F +39,325 shares
0.95% of the 13F portfolio, value $4,204,842.
13F-HR 0001765380-26-000224 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 ended2026-03-3113F 12,864 sharesChange vs previous 13F +84 shares
1.02% of the 13F portfolio, value $3,694,220.
13F-HR 0001765380-26-000158 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 ended2025-12-3113F 12,780 sharesChange vs previous 13F +833 shares
0.95% of the 13F portfolio, value $3,809,173.
13F-HR 0001765380-26-000064 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 ended2025-09-3013F 11,947 sharesChange vs previous 13F +548 shares
0.99% of the 13F portfolio, value $3,509,394.
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).
- period ended2025-06-3013F/A 11,399 sharesChange vs previous 13F +202 shares
1.01% of the 13F portfolio, value $3,189,792.
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 11,197 sharesChange vs previous 13F +75 shares
1.05% of the 13F portfolio, value $2,895,777.
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 11,122 sharesChange vs previous 13F not available
1.16% of the 13F portfolio, value $2,937,543.
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).