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Disclosery

NWAM LLC: DFGP position timeline

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

NWAM LLC held 50,162 DFGP 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 50,162 shares
    Change vs previous 13F +9,528 shares

    0.14% of the 13F portfolio, value $2,731,838.

    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 40,634 shares
    Change vs previous 13F +7,842 shares

    0.13% of the 13F portfolio, value $2,193,809.

    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 32,792 shares
    Change vs previous 13F +1,158 shares

    0.1% of the 13F portfolio, value $1,784,887.

    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 31,634 shares
    Change vs previous 13F +3,462 shares

    0.1% of the 13F portfolio, value $1,775,765.

    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 28,172 shares
    Change vs previous 13F +12,717 shares

    0.09% of the 13F portfolio, value $1,534,828.

    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 15,455 shares
    Change vs previous 13F +8,502 shares

    0.07% of the 13F portfolio, value $825,769.

    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 6,953 shares
    Change vs previous 13F +931 shares

    0.02% of the 13F portfolio, value $367,308.

    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 6,022 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $331,798.

    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).