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Disclosery

NWAM LLC: EW position timeline

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

NWAM LLC held 37,307 EW 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 37,307 shares
    Change vs previous 13F +4,398 shares

    0.17% of the 13F portfolio, value $3,374,791.

    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 32,909 shares
    Change vs previous 13F +904 shares

    0.15% of the 13F portfolio, value $2,635,353.

    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 32,005 shares
    Change vs previous 13F +18,859 shares

    0.15% of the 13F portfolio, value $2,697,796.

    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 13,146 shares
    Change vs previous 13F +678 shares

    0.05% of the 13F portfolio, value $991,622.

    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 12,468 shares
    Change vs previous 13F +1,881 shares

    0.06% of the 13F portfolio, value $988,012.

    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 10,587 shares
    Change vs previous 13F -766 shares

    0.07% of the 13F portfolio, value $767,346.

    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 11,353 shares
    Change vs previous 13F +785 shares

    0.05% of the 13F portfolio, value $840,463.

    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 10,568 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $697,382.

    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).