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Disclosery

NWAM LLC: IXUS position timeline

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

NWAM LLC held 78,162 IXUS 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 78,162 shares
    Change vs previous 13F -292 shares

    0.37% of the 13F portfolio, value $7,459,777.

    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 78,454 shares
    Change vs previous 13F +1,607 shares

    0.39% of the 13F portfolio, value $6,797,272.

    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 76,847 shares
    Change vs previous 13F +3,313 shares

    0.38% of the 13F portfolio, value $6,884,717.

    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 73,534 shares
    Change vs previous 13F +1,240 shares

    0.34% of the 13F portfolio, value $6,196,000.

    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 72,294 shares
    Change vs previous 13F +8,567 shares

    0.32% of the 13F portfolio, value $5,542,068.

    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 63,727 shares
    Change vs previous 13F +3,311 shares

    0.38% of the 13F portfolio, value $4,448,811.

    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 60,416 shares
    Change vs previous 13F -1,926 shares

    0.25% of the 13F portfolio, value $3,995,941.

    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 62,342 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,527,928.

    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).