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Disclosery

NWAM LLC: BMO position timeline

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

NWAM LLC held 3,670 BMO 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 3,670 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $648,483.

    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 3,668 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $496,368.

    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 3,666 shares
    Change vs previous 13F -113 shares

    0.03% of the 13F portfolio, value $501,578.

    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 3,779 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $475,350.

    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 3,774 shares
    Change vs previous 13F -109 shares

    0.02% of the 13F portfolio, value $416,839.

    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 3,883 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $370,849.

    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 3,876 shares
    Change vs previous 13F -577 shares

    0.02% of the 13F portfolio, value $376,200.

    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 4,453 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $401,643.

    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).