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Disclosery

NWAM LLC: DFSI position timeline

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

NWAM LLC held 33,493 DFSI 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 33,493 shares
    Change vs previous 13F +1,335 shares

    0.08% of the 13F portfolio, value $1,510,524.

    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 32,158 shares
    Change vs previous 13F -1,482 shares

    0.08% of the 13F portfolio, value $1,363,499.

    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 33,640 shares
    Change vs previous 13F -1,796 shares

    0.08% of the 13F portfolio, value $1,441,325.

    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 35,436 shares
    Change vs previous 13F -1,831 shares

    0.08% of the 13F portfolio, value $1,451,120.

    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 37,267 shares
    Change vs previous 13F -540 shares

    0.09% of the 13F portfolio, value $1,468,708.

    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 37,807 shares
    Change vs previous 13F -4,579 shares

    0.11% of the 13F portfolio, value $1,319,095.

    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 42,386 shares
    Change vs previous 13F +7,269 shares

    0.09% of the 13F portfolio, value $1,392,374.

    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 35,117 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,254,896.

    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).