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Disclosery

NWAM LLC: ITOT position timeline

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

NWAM LLC held 189,972 ITOT 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 189,972 shares
    Change vs previous 13F +2,622 shares

    1.56% of the 13F portfolio, value $31,206,626.

    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 187,350 shares
    Change vs previous 13F +31,304 shares

    1.54% of the 13F portfolio, value $26,684,195.

    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 156,046 shares
    Change vs previous 13F -29 shares

    1.32% of the 13F portfolio, value $23,657,561.

    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 156,075 shares
    Change vs previous 13F +2,623 shares

    1.24% of the 13F portfolio, value $22,924,008.

    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 153,452 shares
    Change vs previous 13F -3,557 shares

    1.23% of the 13F portfolio, value $21,194,202.

    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 157,009 shares
    Change vs previous 13F +7,985 shares

    1.65% of the 13F portfolio, value $19,156,702.

    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 149,024 shares
    Change vs previous 13F +952 shares

    1.19% of the 13F portfolio, value $19,167,435.

    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 148,072 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $18,600,861.

    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).