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Disclosery

NWAM LLC: MTBA position timeline

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

NWAM LLC held 116,616 MTBA 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 116,616 shares
    Change vs previous 13F -19,042 shares

    0.29% of the 13F portfolio, value $5,722,350.

    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 135,658 shares
    Change vs previous 13F -6,414 shares

    0.39% of the 13F portfolio, value $6,709,640.

    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 142,072 shares
    Change vs previous 13F -660 shares

    0.4% of the 13F portfolio, value $7,191,692.

    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 142,732 shares
    Change vs previous 13F -9,256 shares

    0.39% of the 13F portfolio, value $7,249,377.

    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 151,988 shares
    Change vs previous 13F -21,174 shares

    0.44% of the 13F portfolio, value $7,565,972.

    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 173,162 shares
    Change vs previous 13F +34,539 shares

    0.75% of the 13F portfolio, value $8,682,333.

    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 138,623 shares
    Change vs previous 13F +62,592 shares

    0.43% of the 13F portfolio, value $6,888,175.

    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 76,031 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,914,093.

    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).