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Disclosery

NWAM LLC: OPEN position timeline

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

NWAM LLC held 440,654 OPEN 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 440,654 shares
    Change vs previous 13F +154 shares

    0.1% of the 13F portfolio, value $2,035,821.

    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 440,500 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,061,540.

    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 440,500 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,585,735.

    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 440,500 shares
    Change vs previous 13F -131,500 shares

    0.18% of the 13F portfolio, value $3,246,485.

    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 572,000 shares
    Change vs previous 13F -19,000 shares

    0.06% of the 13F portfolio, value $1,052,480.

    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 591,000 shares
    Change vs previous 13F +170,000 shares

    0.05% of the 13F portfolio, value $602,820.

    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 421,000 shares
    Change vs previous 13F +29,531 shares

    0.04% of the 13F portfolio, value $673,600.

    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 391,469 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $782,938.

    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).