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Disclosery

NWAM LLC: BNDX position timeline

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

NWAM LLC held 247,762 BNDX 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 247,762 shares
    Change vs previous 13F -12,192 shares

    0.6% of the 13F portfolio, value $11,999,137.

    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 259,954 shares
    Change vs previous 13F +9,376 shares

    0.72% of the 13F portfolio, value $12,490,788.

    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 250,578 shares
    Change vs previous 13F +23,401 shares

    0.68% of the 13F portfolio, value $12,129,953.

    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 227,177 shares
    Change vs previous 13F +6,024 shares

    0.61% of the 13F portfolio, value $11,271,120.

    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 221,153 shares
    Change vs previous 13F +96,921 shares

    0.64% of the 13F portfolio, value $10,935,004.

    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 124,232 shares
    Change vs previous 13F -114,244 shares

    0.52% of the 13F portfolio, value $6,065,006.

    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 238,476 shares
    Change vs previous 13F +17,937 shares

    0.72% of the 13F portfolio, value $11,697,264.

    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 220,539 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $11,088,707.

    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).