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Disclosery

NWAM LLC: IVV position timeline

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

NWAM LLC held 30,634 IVV 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 30,634 shares
    Change vs previous 13F -1,143 shares

    1.15% of the 13F portfolio, value $22,941,279.

    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 31,777 shares
    Change vs previous 13F -9,865 shares

    1.19% of the 13F portfolio, value $20,757,116.

    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 41,642 shares
    Change vs previous 13F -5,833 shares

    1.61% of the 13F portfolio, value $28,775,695.

    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 47,475 shares
    Change vs previous 13F +227 shares

    1.73% of the 13F portfolio, value $31,926,130.

    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 47,248 shares
    Change vs previous 13F +18,578 shares

    1.73% of the 13F portfolio, value $29,728,335.

    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 28,670 shares
    Change vs previous 13F -23,645 shares

    1.39% of the 13F portfolio, value $16,109,572.

    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 52,315 shares
    Change vs previous 13F -26,521 shares

    1.9% of the 13F portfolio, value $30,796,932.

    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 78,836 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $45,473,997.

    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).