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Disclosery

NWAM LLC: ARKK position timeline

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

NWAM LLC held 23,244 ARKK 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 23,244 shares
    Change vs previous 13F -603 shares

    0.09% of the 13F portfolio, value $1,878,545.

    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 23,847 shares
    Change vs previous 13F -2,106 shares

    0.09% of the 13F portfolio, value $1,611,830.

    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 25,953 shares
    Change vs previous 13F +1,238 shares

    0.11% of the 13F portfolio, value $2,009,856.

    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 24,715 shares
    Change vs previous 13F -2,058 shares

    0.12% of the 13F portfolio, value $2,142,234.

    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 26,773 shares
    Change vs previous 13F +1,797 shares

    0.11% of the 13F portfolio, value $1,900,560.

    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 24,976 shares
    Change vs previous 13F -2,403 shares

    0.1% of the 13F portfolio, value $1,188,351.

    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 27,379 shares
    Change vs previous 13F +852 shares

    0.1% of the 13F portfolio, value $1,554,297.

    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 26,527 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,260,844.

    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).