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Disclosery

NWAM LLC: MSFT position timeline

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

NWAM LLC held 236,996 MSFT 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 236,996 shares
    Change vs previous 13F +7,440 shares

    4.42% of the 13F portfolio, value $88,404,381.

    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 229,556 shares
    Change vs previous 13F -13,220 shares

    4.89% of the 13F portfolio, value $84,974,740.

    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 242,776 shares
    Change vs previous 13F -3,162 shares

    6.42% of the 13F portfolio, value $114,931,127.

    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 245,938 shares
    Change vs previous 13F -944 shares

    6.9% of the 13F portfolio, value $127,165,053.

    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 246,882 shares
    Change vs previous 13F -2,553 shares

    7.53% of the 13F portfolio, value $129,607,973.

    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 249,435 shares
    Change vs previous 13F -5,857 shares

    8.05% of the 13F portfolio, value $93,635,551.

    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 255,292 shares
    Change vs previous 13F -8,450 shares

    6.65% of the 13F portfolio, value $107,605,444.

    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 263,742 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $113,488,193.

    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).