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Disclosery

NWAM LLC: SCHC position timeline

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

NWAM LLC held 27,037 SCHC 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 27,037 shares
    Change vs previous 13F +1,377 shares

    0.07% of the 13F portfolio, value $1,301,033.

    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 25,660 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $1,199,357.

    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 25,626 shares
    Change vs previous 13F -194 shares

    0.07% of the 13F portfolio, value $1,238,372.

    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 25,820 shares
    Change vs previous 13F -41 shares

    0.06% of the 13F portfolio, value $1,179,304.

    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 25,861 shares
    Change vs previous 13F +17,318 shares

    0.06% of the 13F portfolio, value $1,098,356.

    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 8,543 shares
    Change vs previous 13F -6,891 shares

    0.03% of the 13F portfolio, value $306,528.

    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 15,434 shares
    Change vs previous 13F +1,238 shares

    0.03% of the 13F portfolio, value $529,854.

    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 14,196 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $546,970.

    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).