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Disclosery

NWAM LLC: SDY position timeline

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

NWAM LLC held 5,724 SDY 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 5,724 shares
    Change vs previous 13F +57 shares

    0.04% of the 13F portfolio, value $871,040.

    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 5,667 shares
    Change vs previous 13F -85 shares

    0.05% of the 13F portfolio, value $827,052.

    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 5,752 shares
    Change vs previous 13F -63 shares

    0.05% of the 13F portfolio, value $837,111.

    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 5,815 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $814,783.

    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 5,855 shares
    Change vs previous 13F -30,162 shares

    0.05% of the 13F portfolio, value $800,724.

    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 36,017 shares
    Change vs previous 13F -935 shares

    0.42% of the 13F portfolio, value $4,886,777.

    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 36,952 shares
    Change vs previous 13F -177 shares

    0.3% of the 13F portfolio, value $4,881,352.

    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 37,129 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,273,807.

    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).