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Disclosery

NWAM LLC: AVUV position timeline

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

NWAM LLC held 137,469 AVUV 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 137,469 shares
    Change vs previous 13F +3,536 shares

    0.86% of the 13F portfolio, value $17,150,605.

    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 133,933 shares
    Change vs previous 13F +20,364 shares

    0.85% of the 13F portfolio, value $14,795,539.

    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 113,569 shares
    Change vs previous 13F -9,435 shares

    0.65% of the 13F portfolio, value $11,692,436.

    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 123,004 shares
    Change vs previous 13F +9,011 shares

    0.66% of the 13F portfolio, value $12,217,114.

    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 113,993 shares
    Change vs previous 13F +4,722 shares

    0.6% of the 13F portfolio, value $10,406,316.

    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 109,271 shares
    Change vs previous 13F -10,429 shares

    0.82% of the 13F portfolio, value $9,525,170.

    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 119,700 shares
    Change vs previous 13F +3,748 shares

    0.71% of the 13F portfolio, value $11,554,666.

    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 115,952 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $11,125,592.

    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).