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Disclosery

NWAM LLC: DFIC position timeline

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

NWAM LLC held 105,160 DFIC 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 105,160 shares
    Change vs previous 13F +7,700 shares

    0.2% of the 13F portfolio, value $3,918,262.

    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 97,460 shares
    Change vs previous 13F +16,534 shares

    0.2% of the 13F portfolio, value $3,462,743.

    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 80,926 shares
    Change vs previous 13F -435 shares

    0.16% of the 13F portfolio, value $2,879,792.

    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 81,361 shares
    Change vs previous 13F +2,102 shares

    0.15% of the 13F portfolio, value $2,682,391.

    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 79,259 shares
    Change vs previous 13F +43,155 shares

    0.14% of the 13F portfolio, value $2,451,400.

    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 36,104 shares
    Change vs previous 13F -24,340 shares

    0.09% of the 13F portfolio, value $1,002,621.

    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 60,444 shares
    Change vs previous 13F +4,683 shares

    0.1% of the 13F portfolio, value $1,562,165.

    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 55,761 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,569,104.

    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).