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Disclosery

NWAM LLC: IWM position timeline

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

NWAM LLC held 11,119 IWM 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 11,119 shares
    Change vs previous 13F +812 shares

    0.17% of the 13F portfolio, value $3,340,760.

    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 10,307 shares
    Change vs previous 13F +585 shares

    0.15% of the 13F portfolio, value $2,556,227.

    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 9,722 shares
    Change vs previous 13F +142 shares

    0.14% of the 13F portfolio, value $2,448,828.

    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 9,580 shares
    Change vs previous 13F -166 shares

    0.13% of the 13F portfolio, value $2,336,170.

    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 9,746 shares
    Change vs previous 13F +2,978 shares

    0.12% of the 13F portfolio, value $2,113,710.

    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 6,768 shares
    Change vs previous 13F -10,355 shares

    0.12% of the 13F portfolio, value $1,350,163.

    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 17,123 shares
    Change vs previous 13F -644 shares

    0.23% of the 13F portfolio, value $3,783,518.

    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 17,767 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,924,579.

    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).