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Disclosery

NWAM LLC: SHYG position timeline

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

NWAM LLC held 13,333 SHYG 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 13,333 shares
    Change vs previous 13F -89 shares

    0.03% of the 13F portfolio, value $565,453.

    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 13,422 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $567,893.

    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 13,421 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $578,721.

    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 13,420 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $578,118.

    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 13,418 shares
    Change vs previous 13F +804 shares

    0.03% of the 13F portfolio, value $577,519.

    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 12,614 shares
    Change vs previous 13F +3,462 shares

    0.05% of the 13F portfolio, value $536,327.

    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 9,152 shares
    Change vs previous 13F -44,267 shares

    0.02% of the 13F portfolio, value $389,950.

    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 53,419 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,319,474.

    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).