Skip to content
Disclosery

NWAM LLC: DFSU position timeline

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

NWAM LLC held 210,940 DFSU 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 210,940 shares
    Change vs previous 13F +1,590 shares

    0.49% of the 13F portfolio, value $9,836,129.

    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 209,350 shares
    Change vs previous 13F +3,115 shares

    0.49% of the 13F portfolio, value $8,602,176.

    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 206,235 shares
    Change vs previous 13F -8,736 shares

    0.5% of the 13F portfolio, value $8,956,779.

    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 214,971 shares
    Change vs previous 13F +11,144 shares

    0.5% of the 13F portfolio, value $9,130,380.

    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 203,827 shares
    Change vs previous 13F -8,866 shares

    0.46% of the 13F portfolio, value $8,000,216.

    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 212,693 shares
    Change vs previous 13F +2,612 shares

    0.66% of the 13F portfolio, value $7,616,540.

    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 210,081 shares
    Change vs previous 13F +21,041 shares

    0.49% of the 13F portfolio, value $7,962,052.

    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 189,040 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,028,521.

    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).