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Disclosery

NWAM LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NWAM LLC on AAPL, newest first. How the timeline and the estimate are built.

NWAM LLC held 274,282 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,282 shares
    Change vs previous 13F +18,523 shares

    3.97% of the 13F portfolio, value $79,366,281.

    13F-HR 0001655006-26-000005 filed by NWAM 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 255,759 shares
    Change vs previous 13F +3,156 shares

    3.74% of the 13F portfolio, value $64,908,960.

    13F-HR 0001655006-26-000004 filed by NWAM 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 252,603 shares
    Change vs previous 13F -15,593 shares

    3.66% of the 13F portfolio, value $65,461,079.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 268,196 shares
    Change vs previous 13F -2,976 shares

    3.79% of the 13F portfolio, value $69,913,523.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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 271,172 shares
    Change vs previous 13F -2,431 shares

    3.26% of the 13F portfolio, value $56,155,678.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 273,603 shares
    Change vs previous 13F -4,137 shares

    5.23% of the 13F portfolio, value $60,775,451.

    13F-HR 0001085146-25-002583 filed by NWAM 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 277,740 shares
    Change vs previous 13F -28,690 shares

    4.3% of the 13F portfolio, value $69,551,661.

    13F-HR 0001085146-25-000766 filed by NWAM 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 306,430 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $71,398,193.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).