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Disclosery

NWAM LLC: CGUS position timeline

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

NWAM LLC held 18,342 CGUS 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 18,342 shares
    Change vs previous 13F +2,184 shares

    0.04% of the 13F portfolio, value $815,852.

    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 16,158 shares
    Change vs previous 13F +2,464 shares

    0.04% of the 13F portfolio, value $620,790.

    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 13,694 shares
    Change vs previous 13F +669 shares

    0.03% of the 13F portfolio, value $562,413.

    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 13,025 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $515,399.

    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 12,975 shares
    Change vs previous 13F +1,323 shares

    0.03% of the 13F portfolio, value $495,386.

    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 11,652 shares
    Change vs previous 13F +29 shares

    0.03% of the 13F portfolio, value $389,177.

    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 11,623 shares
    Change vs previous 13F +1,462 shares

    0.03% of the 13F portfolio, value $406,456.

    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 10,161 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $348,319.

    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).