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Disclosery

NWAM LLC: FUTY position timeline

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

NWAM LLC held 22,207 FUTY 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 22,207 shares
    Change vs previous 13F +34 shares

    0.06% of the 13F portfolio, value $1,297,333.

    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 22,173 shares
    Change vs previous 13F +67 shares

    0.08% of the 13F portfolio, value $1,309,759.

    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 22,106 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,229,315.

    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 22,106 shares
    Change vs previous 13F +567 shares

    0.07% of the 13F portfolio, value $1,309,338.

    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 21,539 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,189,599.

    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 21,539 shares
    Change vs previous 13F +221 shares

    0.09% of the 13F portfolio, value $1,097,412.

    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 21,318 shares
    Change vs previous 13F +1,062 shares

    0.06% of the 13F portfolio, value $1,039,679.

    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 20,256 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,049,666.

    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).