Skip to content
Disclosery

NWAM LLC: OEF position timeline

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

NWAM LLC held 6,157 OEF 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 6,157 shares
    Change vs previous 13F +1,018 shares

    0.11% of the 13F portfolio, value $2,252,737.

    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 5,139 shares
    Change vs previous 13F -236 shares

    0.09% of the 13F portfolio, value $1,634,678.

    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 5,375 shares
    Change vs previous 13F -3,384 shares

    0.1% of the 13F portfolio, value $1,846,918.

    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 8,759 shares
    Change vs previous 13F +387 shares

    0.16% of the 13F portfolio, value $2,945,892.

    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 8,372 shares
    Change vs previous 13F -442 shares

    0.15% of the 13F portfolio, value $2,619,642.

    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 8,814 shares
    Change vs previous 13F +1,494 shares

    0.21% of the 13F portfolio, value $2,387,053.

    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 7,320 shares
    Change vs previous 13F -410 shares

    0.13% of the 13F portfolio, value $2,114,415.

    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 7,730 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,139,295.

    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).