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Disclosery

NWAM LLC: HASI position timeline

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

NWAM LLC held 21,841 HASI 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 21,841 shares
    Change vs previous 13F -3,438 shares

    0.04% of the 13F portfolio, value $852,899.

    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 25,279 shares
    Change vs previous 13F +5,709 shares

    0.05% of the 13F portfolio, value $929,016.

    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 19,570 shares
    Change vs previous 13F +61 shares

    0.03% of the 13F portfolio, value $615,071.

    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 19,509 shares
    Change vs previous 13F +2,669 shares

    0.03% of the 13F portfolio, value $598,932.

    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 16,840 shares
    Change vs previous 13F +87 shares

    0.03% of the 13F portfolio, value $452,332.

    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 16,753 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $489,854.

    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 17,753 shares
    Change vs previous 13F -12,597 shares

    0.03% of the 13F portfolio, value $476,321.

    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 30,350 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,046,162.

    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).