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Disclosery

NWAM LLC: DISV position timeline

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

NWAM LLC held 44,061 DISV 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 44,061 shares
    Change vs previous 13F +596 shares

    0.09% of the 13F portfolio, value $1,768,155.

    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 43,465 shares
    Change vs previous 13F -4,714 shares

    0.1% of the 13F portfolio, value $1,714,243.

    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 48,179 shares
    Change vs previous 13F -3,385 shares

    0.1% of the 13F portfolio, value $1,830,813.

    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 51,564 shares
    Change vs previous 13F -3,476 shares

    0.1% of the 13F portfolio, value $1,840,308.

    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 55,040 shares
    Change vs previous 13F -6,939 shares

    0.11% of the 13F portfolio, value $1,811,351.

    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 61,979 shares
    Change vs previous 13F -20,597 shares

    0.16% of the 13F portfolio, value $1,804,830.

    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 82,576 shares
    Change vs previous 13F +16,009 shares

    0.14% of the 13F portfolio, value $2,194,051.

    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 66,567 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,934,439.

    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).