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Disclosery

NWAM LLC: AGG position timeline

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

NWAM LLC held 155,802 AGG 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 155,802 shares
    Change vs previous 13F +31,527 shares

    0.77% of the 13F portfolio, value $15,421,303.

    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 124,275 shares
    Change vs previous 13F -8,806 shares

    0.71% of the 13F portfolio, value $12,336,745.

    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 133,081 shares
    Change vs previous 13F +2,771 shares

    0.75% of the 13F portfolio, value $13,340,005.

    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 130,310 shares
    Change vs previous 13F +11,026 shares

    0.71% of the 13F portfolio, value $13,172,040.

    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 119,284 shares
    Change vs previous 13F +5,391 shares

    0.68% of the 13F portfolio, value $11,768,089.

    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 113,893 shares
    Change vs previous 13F +2,611 shares

    0.97% of the 13F portfolio, value $11,266,299.

    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 111,282 shares
    Change vs previous 13F +4,382 shares

    0.67% of the 13F portfolio, value $10,783,261.

    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 106,900 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $10,825,804.

    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).