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NWAM LLC: DFGR position timeline

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

NWAM LLC held 16,757 DFGR 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 16,757 shares
    Change vs previous 13F +2,105 shares

    0.02% of the 13F portfolio, value $485,436.

    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 14,652 shares
    Change vs previous 13F -2,256 shares

    0.02% of the 13F portfolio, value $389,452.

    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 16,908 shares
    Change vs previous 13F +1,809 shares

    0.03% of the 13F portfolio, value $455,515.

    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 15,099 shares
    Change vs previous 13F +241 shares

    0.02% of the 13F portfolio, value $417,801.

    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 14,858 shares
    Change vs previous 13F +6,266 shares

    0.02% of the 13F portfolio, value $394,045.

    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 8,592 shares
    Change vs previous 13F -1,001 shares

    0.02% of the 13F portfolio, value $225,624.

    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 9,593 shares
    Change vs previous 13F +207 shares

    0.02% of the 13F portfolio, value $244,994.

    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 9,386 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $270,887.

    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).