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Disclosery

NWAM LLC: IBHF position timeline

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

NWAM LLC held 38,638 IBHF 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 38,638 shares
    Change vs previous 13F -4,176 shares

    0.04% of the 13F portfolio, value $875,157.

    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 42,814 shares
    Change vs previous 13F -16,548 shares

    0.06% of the 13F portfolio, value $982,581.

    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 59,362 shares
    Change vs previous 13F +397 shares

    0.08% of the 13F portfolio, value $1,370,811.

    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 58,965 shares
    Change vs previous 13F +12,630 shares

    0.07% of the 13F portfolio, value $1,378,320.

    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 46,335 shares
    Change vs previous 13F +9,816 shares

    0.06% of the 13F portfolio, value $1,076,926.

    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 36,519 shares
    Change vs previous 13F -4,117 shares

    0.07% of the 13F portfolio, value $847,971.

    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 40,636 shares
    Change vs previous 13F +3,029 shares

    0.06% of the 13F portfolio, value $940,719.

    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 37,607 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $880,380.

    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).