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Disclosery

NWAM LLC: SCHF position timeline

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

NWAM LLC held 130,345 SCHF 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 130,345 shares
    Change vs previous 13F +1,528 shares

    0.18% of the 13F portfolio, value $3,610,556.

    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 128,817 shares
    Change vs previous 13F -40,394 shares

    0.18% of the 13F portfolio, value $3,188,217.

    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 169,211 shares
    Change vs previous 13F +2,580 shares

    0.24% of the 13F portfolio, value $4,247,919.

    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 166,631 shares
    Change vs previous 13F -6,249 shares

    0.21% of the 13F portfolio, value $3,953,159.

    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 172,880 shares
    Change vs previous 13F +130,854 shares

    0.22% of the 13F portfolio, value $3,780,081.

    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 42,026 shares
    Change vs previous 13F -122,009 shares

    0.07% of the 13F portfolio, value $831,274.

    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 164,035 shares
    Change vs previous 13F +85,085 shares

    0.19% of the 13F portfolio, value $3,034,642.

    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 78,950 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,246,436.

    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).