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NWAM LLC: META position timeline

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

NWAM LLC held 12,235 META 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 12,235 shares
    Change vs previous 13F -11,921 shares

    0.34% of the 13F portfolio, value $6,891,749.

    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 24,156 shares
    Change vs previous 13F -325 shares

    0.8% of the 13F portfolio, value $13,820,534.

    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 24,481 shares
    Change vs previous 13F -1,541 shares

    0.92% of the 13F portfolio, value $16,455,941.

    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 26,022 shares
    Change vs previous 13F -1,106 shares

    1.03% of the 13F portfolio, value $19,053,517.

    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 27,128 shares
    Change vs previous 13F +26,634 shares

    1.22% of the 13F portfolio, value $20,964,313.

    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 494 shares
    Change vs previous 13F -26,035 shares

    0.02% of the 13F portfolio, value $284,722.

    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 26,529 shares
    Change vs previous 13F +32 shares

    0.96% of the 13F portfolio, value $15,532,923.

    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 26,497 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $15,168,043.

    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).