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Disclosery

NWAM LLC: DFSE position timeline

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

NWAM LLC held 18,260 DFSE 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 18,260 shares
    Change vs previous 13F +294 shares

    0.04% of the 13F portfolio, value $892,520.

    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 17,966 shares
    Change vs previous 13F -141 shares

    0.04% of the 13F portfolio, value $761,220.

    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 18,107 shares
    Change vs previous 13F -962 shares

    0.04% of the 13F portfolio, value $751,090.

    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 19,069 shares
    Change vs previous 13F -484 shares

    0.04% of the 13F portfolio, value $783,529.

    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 19,553 shares
    Change vs previous 13F -3,514 shares

    0.04% of the 13F portfolio, value $744,191.

    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 23,067 shares
    Change vs previous 13F +1,004 shares

    0.07% of the 13F portfolio, value $776,884.

    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 22,063 shares
    Change vs previous 13F +2,816 shares

    0.05% of the 13F portfolio, value $730,969.

    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 19,247 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $681,738.

    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).