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Manager record

Duncan Williams Asset Management, LLC

Memphis, TN · CIK 2011771 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$443.61MReported 13F valueQ2 2026 · as filed
172Holdings listed
+23.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $316.8M$316.8MQ2 2025154 holdingsQ3 2025: $355.4M$355.4MQ3 2025164 holdingsQ4 2025: $402.5M$402.5MQ4 2025170 holdingsQ1 2026: $360.7M$360.7MQ1 2026154 holdingsQ2 2026: $443.6M$443.6MQ2 2026172 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 22 2026 13F-HR · period Q2 2026

$443.61M · 172 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$360.68M · 154 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$402.46M · 170 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$355.41M · 164 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$427.76M · 115 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR/A · period Q2 2025

$316.81M · 154 holdings listed · amendment (restatement) · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 22, 2026 · Change methodology