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Disclosery

NWAM LLC: HIG position timeline

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

NWAM LLC held 2,789 HIG 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 2,789 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $369,616.

    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 2,556 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $345,666.

    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 2,552 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $344,673.

    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 2,579 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $334,299.

    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 2,828 shares
    Change vs previous 13F +1,019 shares

    0.02% of the 13F portfolio, value $356,278.

    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 1,809 shares
    Change vs previous 13F -1,029 shares

    0.02% of the 13F portfolio, value $223,828.

    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 2,838 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $310,492.

    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 2,822 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $331,911.

    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).