Duncan Williams Asset Management, LLC BIL β€” SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

Ownership history in Duncan Williams Asset Management, LLC  Β·  2 quarters on record

AI Ownership Summary

Duncan Williams Asset Management, LLC reported SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows BIL at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Duncan Williams Asset Management, LLC's position in SPDR BLOOMBERG 1-3 MONTH T-BILL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BIL was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Duncan Williams Asset Management, LLC held BIL β€” position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 6,979 +1,792 +34.5% 0.18% $640K 2025-11-12 $90.13
2025 Q2 INITIATED β€” β€” β€” 5,187 β€” β€” 0.11% $476K 2025-07-22 $89.02

FAQ About Duncan Williams Asset Management, LLC and BIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Duncan Williams Asset Management, LLC reported owning BIL?

Duncan Williams Asset Management, LLC reported BIL across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported BIL position in Duncan Williams Asset Management, LLC's portfolio?

The largest reported portfolio weight for BIL was 0.18% in 2025 Q3.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2025 Q3, when Duncan Williams Asset Management, LLC reported 6,979 shares, equal to 0.18% of portfolio, with an estimated market value of $640K.

What does the chart on this BIL ownership page compare?

The chart compares Duncan Williams Asset Management, LLC's quarterly BIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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