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Disclosery

NWAM LLC: IUSB position timeline

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

NWAM LLC held 37,547 IUSB 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 37,547 shares
    Change vs previous 13F +10,851 shares

    0.09% of the 13F portfolio, value $1,732,803.

    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 26,696 shares
    Change vs previous 13F +4,955 shares

    0.07% of the 13F portfolio, value $1,233,105.

    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 21,741 shares
    Change vs previous 13F -9,458 shares

    0.06% of the 13F portfolio, value $1,015,970.

    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 31,199 shares
    Change vs previous 13F -5,259 shares

    0.08% of the 13F portfolio, value $1,468,552.

    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 36,458 shares
    Change vs previous 13F -16,116 shares

    0.1% of the 13F portfolio, value $1,676,701.

    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 52,574 shares
    Change vs previous 13F -6,608 shares

    0.21% of the 13F portfolio, value $2,422,626.

    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 59,182 shares
    Change vs previous 13F -6,340 shares

    0.17% of the 13F portfolio, value $2,675,030.

    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 65,522 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,087,418.

    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).