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Disclosery

NWAM LLC: IJR position timeline

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

NWAM LLC held 52,336 IJR 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 52,336 shares
    Change vs previous 13F +2,399 shares

    0.39% of the 13F portfolio, value $7,762,001.

    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 49,937 shares
    Change vs previous 13F -782 shares

    0.36% of the 13F portfolio, value $6,207,687.

    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 50,719 shares
    Change vs previous 13F +404 shares

    0.35% of the 13F portfolio, value $6,327,846.

    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 50,315 shares
    Change vs previous 13F -1,124 shares

    0.33% of the 13F portfolio, value $5,996,306.

    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 51,439 shares
    Change vs previous 13F -5,447 shares

    0.33% of the 13F portfolio, value $5,649,195.

    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 56,886 shares
    Change vs previous 13F -9,245 shares

    0.51% of the 13F portfolio, value $5,948,599.

    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 66,131 shares
    Change vs previous 13F -19,378 shares

    0.47% of the 13F portfolio, value $7,619,643.

    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 85,509 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $10,001,102.

    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).