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Disclosery

NWAM LLC: IVE position timeline

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

NWAM LLC held 14,562 IVE 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 14,562 shares
    Change vs previous 13F +646 shares

    0.17% of the 13F portfolio, value $3,306,410.

    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 13,916 shares
    Change vs previous 13F +357 shares

    0.17% of the 13F portfolio, value $2,938,317.

    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 13,559 shares
    Change vs previous 13F -3,186 shares

    0.16% of the 13F portfolio, value $2,939,205.

    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 16,745 shares
    Change vs previous 13F -826 shares

    0.19% of the 13F portfolio, value $3,488,837.

    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 17,571 shares
    Change vs previous 13F +2,271 shares

    0.2% of the 13F portfolio, value $3,460,106.

    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 15,300 shares
    Change vs previous 13F +119 shares

    0.25% of the 13F portfolio, value $2,915,795.

    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 15,181 shares
    Change vs previous 13F -3,552 shares

    0.18% of the 13F portfolio, value $2,897,719.

    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 18,733 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,693,541.

    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).