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Disclosery

NWAM LLC: SGOV position timeline

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

NWAM LLC held 40,200 SGOV 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 40,200 shares
    Change vs previous 13F +21,090 shares

    0.2% of the 13F portfolio, value $4,046,942.

    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 19,110 shares
    Change vs previous 13F +9,172 shares

    0.11% of the 13F portfolio, value $1,923,591.

    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 9,938 shares
    Change vs previous 13F +138 shares

    0.06% of the 13F portfolio, value $999,917.

    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 9,800 shares
    Change vs previous 13F +212 shares

    0.05% of the 13F portfolio, value $985,662.

    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 9,588 shares
    Change vs previous 13F +517 shares

    0.06% of the 13F portfolio, value $965,700.

    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 9,071 shares
    Change vs previous 13F +302 shares

    0.08% of the 13F portfolio, value $913,186.

    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 8,769 shares
    Change vs previous 13F +1,921 shares

    0.05% of the 13F portfolio, value $879,706.

    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 6,848 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $689,731.

    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).