Skip to content
Disclosery

Duncan Williams Asset Management, LLC: VUG position timeline

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

Duncan Williams Asset Management, LLC held 607,777 VUG 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 607,777 shares
    Change vs previous 13F +508,811 shares

    11.8% of the 13F portfolio, value $52,353,872.

    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 98,966 shares
    Change vs previous 13F -4,029 shares

    11.98% of the 13F portfolio, value $43,227,194.

    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 102,995 shares
    Change vs previous 13F +1,596 shares

    11.96% of the 13F portfolio, value $48,136,659.

    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 101,399 shares
    Change vs previous 13F +1,230 shares

    13.68% of the 13F portfolio, value $48,631,886.

    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 100,169 shares
    Change vs previous 13F +3,316 shares

    13.86% of the 13F portfolio, value $43,914,108.

    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 96,853 shares
    Change vs previous 13F +5,432 shares

    12.97% of the 13F portfolio, value $35,915,038.

    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 91,421 shares
    Change vs previous 13F +5,949 shares

    14.77% of the 13F portfolio, value $37,522,690.

    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 85,472 shares
    Change vs previous 13F not available

    18.08% of the 13F portfolio, value $32,815,130.

    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).