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Disclosery

NWAM LLC: IAGG position timeline

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

NWAM LLC held 15,655 IAGG 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 15,655 shares
    Change vs previous 13F -5,215 shares

    0.04% of the 13F portfolio, value $792,140.

    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 20,870 shares
    Change vs previous 13F +3,917 shares

    0.06% of the 13F portfolio, value $1,044,356.

    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 16,953 shares
    Change vs previous 13F -8,242 shares

    0.05% of the 13F portfolio, value $850,550.

    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 25,195 shares
    Change vs previous 13F +3,947 shares

    0.07% of the 13F portfolio, value $1,300,467.

    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 21,248 shares
    Change vs previous 13F +10,096 shares

    0.06% of the 13F portfolio, value $1,084,603.

    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 11,152 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $557,488.

    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 11,152 shares
    Change vs previous 13F +2,778 shares

    0.03% of the 13F portfolio, value $556,708.

    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 8,374 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $433,941.

    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).