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Disclosery

NWAM LLC: SCHZ position timeline

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

NWAM LLC held 72,136 SCHZ 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 72,136 shares
    Change vs previous 13F -4,173 shares

    0.08% of the 13F portfolio, value $1,668,500.

    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 76,309 shares
    Change vs previous 13F +20,617 shares

    0.1% of the 13F portfolio, value $1,771,896.

    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 55,692 shares
    Change vs previous 13F -46,940 shares

    0.07% of the 13F portfolio, value $1,305,469.

    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 102,632 shares
    Change vs previous 13F +4,723 shares

    0.13% of the 13F portfolio, value $2,426,042.

    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 97,909 shares
    Change vs previous 13F -2,389 shares

    0.13% of the 13F portfolio, value $2,263,347.

    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 100,298 shares
    Change vs previous 13F +26,503 shares

    0.2% of the 13F portfolio, value $2,322,902.

    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 73,795 shares
    Change vs previous 13F +34,397 shares

    0.1% of the 13F portfolio, value $1,675,136.

    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 39,398 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,872,182.

    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).