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Disclosery

NWAM LLC: SHV position timeline

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

NWAM LLC held 4,061 SHV 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 4,061 shares
    Change vs previous 13F +310 shares

    0.02% of the 13F portfolio, value $448,131.

    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 3,751 shares
    Change vs previous 13F +1,051 shares

    0.02% of the 13F portfolio, value $414,073.

    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 2,700 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $298,072.

    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 2,687 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $296,564.

    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 2,673 shares
    Change vs previous 13F +235 shares

    0.02% of the 13F portfolio, value $295,123.

    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 2,438 shares
    Change vs previous 13F +238 shares

    0.02% of the 13F portfolio, value $269,254.

    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 2,200 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $242,266.

    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 1,973 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $218,294.

    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).