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NWAM LLC: BIL position timeline

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

NWAM LLC held 62,942 BIL 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 62,942 shares
    Change vs previous 13F +32,767 shares

    0.29% of the 13F portfolio, value $5,768,005.

    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 30,175 shares
    Change vs previous 13F +6,426 shares

    0.16% of the 13F portfolio, value $2,765,205.

    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 23,749 shares
    Change vs previous 13F +2,177 shares

    0.12% of the 13F portfolio, value $2,175,163.

    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 21,572 shares
    Change vs previous 13F -78 shares

    0.11% of the 13F portfolio, value $1,976,893.

    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 21,650 shares
    Change vs previous 13F +14,012 shares

    0.12% of the 13F portfolio, value $1,986,427.

    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 7,638 shares
    Change vs previous 13F -410 shares

    0.06% of the 13F portfolio, value $700,641.

    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 8,048 shares
    Change vs previous 13F +2,737 shares

    0.05% of the 13F portfolio, value $735,836.

    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 5,311 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $487,618.

    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).