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Disclosery

NWAM LLC: SPDW position timeline

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

NWAM LLC held 104,526 SPDW 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 104,526 shares
    Change vs previous 13F +1,577 shares

    0.26% of the 13F portfolio, value $5,267,079.

    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 102,949 shares
    Change vs previous 13F -6,359 shares

    0.27% of the 13F portfolio, value $4,699,607.

    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 109,308 shares
    Change vs previous 13F +3,884 shares

    0.28% of the 13F portfolio, value $4,978,378.

    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 105,424 shares
    Change vs previous 13F -1,108 shares

    0.25% of the 13F portfolio, value $4,553,466.

    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 106,532 shares
    Change vs previous 13F +63,535 shares

    0.25% of the 13F portfolio, value $4,287,591.

    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 42,997 shares
    Change vs previous 13F -62,411 shares

    0.13% of the 13F portfolio, value $1,565,513.

    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 105,408 shares
    Change vs previous 13F +5,355 shares

    0.22% of the 13F portfolio, value $3,597,568.

    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 100,053 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,758,003.

    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).