Skip to content
Disclosery

NWAM LLC: IWS position timeline

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

NWAM LLC held 2,574 IWS 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 2,574 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $423,745.

    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 2,594 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $378,026.

    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 2,894 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $427,379.

    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 2,858 shares
    Change vs previous 13F -52 shares

    0.02% of the 13F portfolio, value $398,462.

    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 2,910 shares
    Change vs previous 13F +811 shares

    0.02% of the 13F portfolio, value $391,218.

    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 2,099 shares
    Change vs previous 13F -160 shares

    0.02% of the 13F portfolio, value $264,398.

    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 2,259 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $292,239.

    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 2,259 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $298,742.

    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).