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Disclosery

NWAM LLC: BOXX position timeline

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

NWAM LLC held 79,155 BOXX 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 79,155 shares
    Change vs previous 13F +7,410 shares

    0.46% of the 13F portfolio, value $9,268,259.

    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 71,745 shares
    Change vs previous 13F -239 shares

    0.48% of the 13F portfolio, value $8,343,226.

    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 71,984 shares
    Change vs previous 13F -258 shares

    0.46% of the 13F portfolio, value $8,309,833.

    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 72,242 shares
    Change vs previous 13F +1,508 shares

    0.45% of the 13F portfolio, value $8,242,090.

    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 70,734 shares
    Change vs previous 13F +19,489 shares

    0.46% of the 13F portfolio, value $7,995,771.

    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 51,245 shares
    Change vs previous 13F +17,902 shares

    0.49% of the 13F portfolio, value $5,713,305.

    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 33,343 shares
    Change vs previous 13F +7,680 shares

    0.23% of the 13F portfolio, value $3,677,066.

    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 25,663 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,795,471.

    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).