Skip to content
Disclosery

Duncan Williams Asset Management, LLC: XMHQ position timeline

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

Duncan Williams Asset Management, LLC held 33,834 XMHQ 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 33,834 shares
    Change vs previous 13F -8,740 shares

    0.86% of the 13F portfolio, value $3,819,134.

    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 42,574 shares
    Change vs previous 13F +2,796 shares

    1.22% of the 13F portfolio, value $4,400,847.

    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 39,778 shares
    Change vs previous 13F +8,300 shares

    1.06% of the 13F portfolio, value $4,266,153.

    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 31,478 shares
    Change vs previous 13F +8,328 shares

    0.93% of the 13F portfolio, value $3,303,901.

    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 23,150 shares
    Change vs previous 13F -2,391 shares

    0.72% of the 13F portfolio, value $2,274,223.

    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 25,541 shares
    Change vs previous 13F +1,689 shares

    0.84% of the 13F portfolio, value $2,337,723.

    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 23,852 shares
    Change vs previous 13F +9,519 shares

    0.92% of the 13F portfolio, value $2,348,722.

    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 14,333 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,470,250.

    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).