Number of Shares
18,031
Holding current value
$323 Million
% of portfolio
0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
N/A
18,031 New
18,031 $323 Million
Q2 2025

Jul 22, 2025

BUY
N/A
18,031 New
18,031 $308 Million
Q1 2025

Apr 21, 2025

BUY
N/A
8,000 Added 79.75%
18,031 $131 Million
Q4 2024

Jan 21, 2025

BUY
N/A
10,031 New
10,031 $141 Million
Track This Portfolio

Track Duncan Williams Asset Management, LLC Portfolio

Follow Duncan Williams Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Duncan Williams Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Duncan Williams Asset Management, LLC with notifications on news.