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Disclosery

NWAM LLC: IWP position timeline

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

NWAM LLC held 15,262 IWP 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 15,262 shares
    Change vs previous 13F -1,278 shares

    0.11% of the 13F portfolio, value $2,234,536.

    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 16,540 shares
    Change vs previous 13F -7 shares

    0.12% of the 13F portfolio, value $2,119,089.

    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 16,547 shares
    Change vs previous 13F -2,317 shares

    0.13% of the 13F portfolio, value $2,281,291.

    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 18,864 shares
    Change vs previous 13F -330 shares

    0.15% of the 13F portfolio, value $2,687,556.

    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 19,194 shares
    Change vs previous 13F +6,852 shares

    0.16% of the 13F portfolio, value $2,680,340.

    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 12,342 shares
    Change vs previous 13F -9,256 shares

    0.12% of the 13F portfolio, value $1,450,062.

    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 21,598 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $2,737,608.

    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 21,592 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,532,532.

    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).