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Disclosery

NWAM LLC: IWF position timeline

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

NWAM LLC held 246,730 IWF 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 246,730 shares
    Change vs previous 13F +186,741 shares

    1.53% of the 13F portfolio, value $30,636,451.

    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 59,989 shares
    Change vs previous 13F -948 shares

    1.47% of the 13F portfolio, value $25,579,368.

    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 60,937 shares
    Change vs previous 13F -1,477 shares

    1.61% of the 13F portfolio, value $28,780,654.

    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 62,414 shares
    Change vs previous 13F -1,138 shares

    1.59% of the 13F portfolio, value $29,362,562.

    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 63,552 shares
    Change vs previous 13F +1,264 shares

    1.6% of the 13F portfolio, value $27,471,459.

    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 62,288 shares
    Change vs previous 13F -5,988 shares

    1.93% of the 13F portfolio, value $22,491,543.

    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 68,276 shares
    Change vs previous 13F +79 shares

    1.7% of the 13F portfolio, value $27,418,307.

    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 68,197 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $25,599,858.

    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).