Skip to content
Disclosery

NWAM LLC: HEFA position timeline

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

NWAM LLC held 4,285 HEFA 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 4,285 shares
    Change vs previous 13F -3,786 shares

    0.01% of the 13F portfolio, value $201,057.

    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 8,071 shares
    Change vs previous 13F -26 shares

    0.02% of the 13F portfolio, value $342,977.

    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 8,097 shares
    Change vs previous 13F -329 shares

    0.02% of the 13F portfolio, value $345,094.

    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 8,426 shares
    Change vs previous 13F -468 shares

    0.02% of the 13F portfolio, value $343,208.

    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 8,894 shares
    Change vs previous 13F -8,247 shares

    0.02% of the 13F portfolio, value $336,521.

    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 17,141 shares
    Change vs previous 13F +7,231 shares

    0.05% of the 13F portfolio, value $622,038.

    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 9,910 shares
    Change vs previous 13F +781 shares

    0.02% of the 13F portfolio, value $344,364.

    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 9,129 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $323,356.

    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).