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Disclosery

NWAM LLC: SLYV position timeline

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

NWAM LLC held 74,379 SLYV 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 74,379 shares
    Change vs previous 13F -14,888 shares

    0.41% of the 13F portfolio, value $8,115,446.

    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 89,267 shares
    Change vs previous 13F -1,532 shares

    0.49% of the 13F portfolio, value $8,442,907.

    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 90,799 shares
    Change vs previous 13F -799 shares

    0.47% of the 13F portfolio, value $8,384,596.

    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 91,598 shares
    Change vs previous 13F +282 shares

    0.44% of the 13F portfolio, value $8,128,449.

    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 91,316 shares
    Change vs previous 13F +21,549 shares

    0.42% of the 13F portfolio, value $7,304,568.

    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 69,767 shares
    Change vs previous 13F -79,532 shares

    0.47% of the 13F portfolio, value $5,469,755.

    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 149,299 shares
    Change vs previous 13F +2,825 shares

    0.81% of the 13F portfolio, value $13,026,296.

    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 146,474 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $12,716,867.

    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).