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Disclosery

NWAM LLC: DFIV position timeline

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

NWAM LLC held 13,623 DFIV 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 13,623 shares
    Change vs previous 13F +35 shares

    0.04% of the 13F portfolio, value $735,893.

    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 13,588 shares
    Change vs previous 13F -1,074 shares

    0.04% of the 13F portfolio, value $717,196.

    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 14,662 shares
    Change vs previous 13F -1,698 shares

    0.04% of the 13F portfolio, value $731,636.

    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 16,360 shares
    Change vs previous 13F -355 shares

    0.04% of the 13F portfolio, value $754,519.

    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 16,715 shares
    Change vs previous 13F -1,628 shares

    0.04% of the 13F portfolio, value $715,924.

    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 18,343 shares
    Change vs previous 13F -1,439 shares

    0.06% of the 13F portfolio, value $721,990.

    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 19,782 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $701,863.

    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 19,752 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $752,156.

    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).