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Disclosery

NWAM LLC: SCHG position timeline

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

NWAM LLC held 99,432 SCHG 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 99,432 shares
    Change vs previous 13F +249 shares

    0.17% of the 13F portfolio, value $3,364,779.

    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 99,183 shares
    Change vs previous 13F -2,165 shares

    0.17% of the 13F portfolio, value $2,889,196.

    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 101,348 shares
    Change vs previous 13F -13,656 shares

    0.18% of the 13F portfolio, value $3,292,786.

    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 115,004 shares
    Change vs previous 13F -1,381 shares

    0.2% of the 13F portfolio, value $3,705,291.

    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 116,385 shares
    Change vs previous 13F +40,116 shares

    0.2% of the 13F portfolio, value $3,484,932.

    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 76,269 shares
    Change vs previous 13F +3,273 shares

    0.16% of the 13F portfolio, value $1,909,776.

    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 72,996 shares
    Change vs previous 13F +56,475 shares

    0.13% of the 13F portfolio, value $2,034,400.

    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 16,521 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,721,122.

    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).