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Disclosery

NWAM LLC: IYW position timeline

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

NWAM LLC held 11,542 IYW 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 11,542 shares
    Change vs previous 13F -227 shares

    0.15% of the 13F portfolio, value $2,911,350.

    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 11,769 shares
    Change vs previous 13F -3,423 shares

    0.12% of the 13F portfolio, value $2,135,096.

    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 15,192 shares
    Change vs previous 13F -2,002 shares

    0.17% of the 13F portfolio, value $3,035,607.

    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 17,194 shares
    Change vs previous 13F -3,480 shares

    0.18% of the 13F portfolio, value $3,379,672.

    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 20,674 shares
    Change vs previous 13F +14,180 shares

    0.21% of the 13F portfolio, value $3,630,678.

    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 6,494 shares
    Change vs previous 13F -14,122 shares

    0.08% of the 13F portfolio, value $912,039.

    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 20,616 shares
    Change vs previous 13F +896 shares

    0.2% of the 13F portfolio, value $3,288,716.

    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 19,720 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,989,905.

    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).