Skip to content
Disclosery

NWAM LLC: SOFI position timeline

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

NWAM LLC held 76,564 SOFI 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 76,564 shares
    Change vs previous 13F +15,108 shares

    0.07% of the 13F portfolio, value $1,372,799.

    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 61,456 shares
    Change vs previous 13F +747 shares

    0.06% of the 13F portfolio, value $975,926.

    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 60,709 shares
    Change vs previous 13F +2,279 shares

    0.09% of the 13F portfolio, value $1,566,761.

    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 58,430 shares
    Change vs previous 13F -4,549 shares

    0.09% of the 13F portfolio, value $1,673,060.

    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 62,979 shares
    Change vs previous 13F +4,321 shares

    0.08% of the 13F portfolio, value $1,416,822.

    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 58,658 shares
    Change vs previous 13F +14,023 shares

    0.06% of the 13F portfolio, value $682,193.

    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 44,635 shares
    Change vs previous 13F +4,531 shares

    0.04% of the 13F portfolio, value $687,379.

    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 40,104 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $315,217.

    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).