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Disclosery

NWAM LLC: SHY position timeline

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

NWAM LLC held 31,155 SHY 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 31,155 shares
    Change vs previous 13F -3,179 shares

    0.13% of the 13F portfolio, value $2,558,130.

    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 34,334 shares
    Change vs previous 13F -3,683 shares

    0.16% of the 13F portfolio, value $2,834,965.

    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 38,017 shares
    Change vs previous 13F -115 shares

    0.18% of the 13F portfolio, value $3,149,945.

    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 38,132 shares
    Change vs previous 13F -1,054 shares

    0.17% of the 13F portfolio, value $3,167,193.

    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 39,186 shares
    Change vs previous 13F +9,221 shares

    0.19% of the 13F portfolio, value $3,237,382.

    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 29,965 shares
    Change vs previous 13F +1,813 shares

    0.21% of the 13F portfolio, value $2,478,971.

    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 28,152 shares
    Change vs previous 13F +4,114 shares

    0.14% of the 13F portfolio, value $2,307,862.

    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 24,038 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,998,729.

    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).