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Disclosery

NWAM LLC: ADP position timeline

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

NWAM LLC held 10,262 ADP 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 10,262 shares
    Change vs previous 13F +1,762 shares

    0.11% of the 13F portfolio, value $2,298,240.

    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 8,500 shares
    Change vs previous 13F +1,705 shares

    0.1% of the 13F portfolio, value $1,727,032.

    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 6,795 shares
    Change vs previous 13F -197 shares

    0.1% of the 13F portfolio, value $1,752,368.

    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 6,992 shares
    Change vs previous 13F -136 shares

    0.11% of the 13F portfolio, value $2,000,610.

    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 7,128 shares
    Change vs previous 13F +799 shares

    0.13% of the 13F portfolio, value $2,203,963.

    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 6,329 shares
    Change vs previous 13F -11 shares

    0.17% of the 13F portfolio, value $1,933,674.

    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 6,340 shares
    Change vs previous 13F -505 shares

    0.11% of the 13F portfolio, value $1,855,795.

    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 6,845 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,894,325.

    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).