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Disclosery

NWAM LLC: EFV position timeline

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

NWAM LLC held 10,602 EFV 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 10,602 shares
    Change vs previous 13F -3,469 shares

    0.04% of the 13F portfolio, value $811,555.

    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 14,071 shares
    Change vs previous 13F -376 shares

    0.06% of the 13F portfolio, value $1,046,146.

    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 14,447 shares
    Change vs previous 13F -23,169 shares

    0.06% of the 13F portfolio, value $1,068,061.

    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 37,616 shares
    Change vs previous 13F -4,076 shares

    0.14% of the 13F portfolio, value $2,576,781.

    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 41,692 shares
    Change vs previous 13F +10,345 shares

    0.15% of the 13F portfolio, value $2,640,585.

    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 31,347 shares
    Change vs previous 13F -4,373 shares

    0.16% of the 13F portfolio, value $1,847,621.

    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 35,720 shares
    Change vs previous 13F +6,982 shares

    0.12% of the 13F portfolio, value $1,874,254.

    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 28,738 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,653,297.

    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).