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Disclosery

NWAM LLC: BIV position timeline

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

NWAM LLC held 190,646 BIV 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 190,646 shares
    Change vs previous 13F +34,854 shares

    0.73% of the 13F portfolio, value $14,622,561.

    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 155,792 shares
    Change vs previous 13F +9,870 shares

    0.69% of the 13F portfolio, value $12,024,006.

    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 145,922 shares
    Change vs previous 13F +13,317 shares

    0.63% of the 13F portfolio, value $11,364,762.

    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 132,605 shares
    Change vs previous 13F +6,578 shares

    0.56% of the 13F portfolio, value $10,373,851.

    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 126,027 shares
    Change vs previous 13F +30,834 shares

    0.57% of the 13F portfolio, value $9,735,067.

    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 95,193 shares
    Change vs previous 13F -10,079 shares

    0.63% of the 13F portfolio, value $7,288,928.

    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 105,272 shares
    Change vs previous 13F +1,731 shares

    0.49% of the 13F portfolio, value $7,866,959.

    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 103,541 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $8,114,503.

    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).