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Disclosery

NWAM LLC: IWD position timeline

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

NWAM LLC held 51,908 IWD 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 51,908 shares
    Change vs previous 13F +3,870 shares

    0.63% of the 13F portfolio, value $12,583,991.

    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 48,038 shares
    Change vs previous 13F -79 shares

    0.59% of the 13F portfolio, value $10,264,323.

    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 48,117 shares
    Change vs previous 13F +825 shares

    0.57% of the 13F portfolio, value $10,188,440.

    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 47,292 shares
    Change vs previous 13F +1,762 shares

    0.52% of the 13F portfolio, value $9,637,592.

    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 45,530 shares
    Change vs previous 13F +619 shares

    0.51% of the 13F portfolio, value $8,851,305.

    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 44,911 shares
    Change vs previous 13F -4,091 shares

    0.73% of the 13F portfolio, value $8,450,500.

    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 49,002 shares
    Change vs previous 13F +1,430 shares

    0.56% of the 13F portfolio, value $9,071,670.

    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 47,572 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $9,029,078.

    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).