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Disclosery

NWAM LLC: IVLU position timeline

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

NWAM LLC held 13,235 IVLU 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 13,235 shares
    Change vs previous 13F -1,903 shares

    0.03% of the 13F portfolio, value $553,499.

    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 15,138 shares
    Change vs previous 13F +209 shares

    0.03% of the 13F portfolio, value $600,671.

    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 14,929 shares
    Change vs previous 13F -8,909 shares

    0.03% of the 13F portfolio, value $584,682.

    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 23,838 shares
    Change vs previous 13F -1,134 shares

    0.05% of the 13F portfolio, value $851,032.

    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 24,972 shares
    Change vs previous 13F +10,087 shares

    0.05% of the 13F portfolio, value $822,184.

    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 14,885 shares
    Change vs previous 13F -6,500 shares

    0.04% of the 13F portfolio, value $451,164.

    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 21,385 shares
    Change vs previous 13F +6,419 shares

    0.04% of the 13F portfolio, value $579,747.

    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 14,966 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $441,946.

    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).