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Disclosery

NWAM LLC: IHDG position timeline

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

NWAM LLC held 23,058 IHDG 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 23,058 shares
    Change vs previous 13F +172 shares

    0.06% of the 13F portfolio, value $1,207,771.

    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 22,886 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $1,101,938.

    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 22,874 shares
    Change vs previous 13F +4,671 shares

    0.06% of the 13F portfolio, value $1,148,734.

    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 18,203 shares
    Change vs previous 13F -235 shares

    0.05% of the 13F portfolio, value $855,926.

    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 18,438 shares
    Change vs previous 13F -2,387 shares

    0.05% of the 13F portfolio, value $821,956.

    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 20,825 shares
    Change vs previous 13F +3,343 shares

    0.08% of the 13F portfolio, value $903,811.

    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 17,482 shares
    Change vs previous 13F +4,662 shares

    0.05% of the 13F portfolio, value $759,946.

    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 12,820 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $585,869.

    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).