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Disclosery

NWAM LLC: IBM position timeline

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

NWAM LLC held 11,072 IBM 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 11,072 shares
    Change vs previous 13F -810 shares

    0.16% of the 13F portfolio, value $3,113,538.

    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 11,882 shares
    Change vs previous 13F +1,817 shares

    0.17% of the 13F portfolio, value $2,880,098.

    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 10,065 shares
    Change vs previous 13F +679 shares

    0.17% of the 13F portfolio, value $2,982,396.

    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 9,386 shares
    Change vs previous 13F +13 shares

    0.14% of the 13F portfolio, value $2,659,760.

    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 9,373 shares
    Change vs previous 13F +1,633 shares

    0.14% of the 13F portfolio, value $2,431,647.

    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 7,740 shares
    Change vs previous 13F -1,903 shares

    0.17% of the 13F portfolio, value $1,924,533.

    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 9,643 shares
    Change vs previous 13F -33 shares

    0.13% of the 13F portfolio, value $2,119,801.

    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 9,676 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,139,187.

    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).