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Disclosery

NWAM LLC: SCHA position timeline

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

NWAM LLC held 41,835 SCHA 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 41,835 shares
    Change vs previous 13F +548 shares

    0.08% of the 13F portfolio, value $1,511,500.

    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 41,287 shares
    Change vs previous 13F +540 shares

    0.07% of the 13F portfolio, value $1,200,619.

    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 40,747 shares
    Change vs previous 13F +3,129 shares

    0.07% of the 13F portfolio, value $1,235,875.

    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 37,618 shares
    Change vs previous 13F -2,642 shares

    0.06% of the 13F portfolio, value $1,063,267.

    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 40,260 shares
    Change vs previous 13F +6,597 shares

    0.06% of the 13F portfolio, value $1,035,601.

    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 33,663 shares
    Change vs previous 13F +299 shares

    0.07% of the 13F portfolio, value $788,732.

    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 33,364 shares
    Change vs previous 13F +16,618 shares

    0.05% of the 13F portfolio, value $862,791.

    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 16,746 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $862,439.

    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).