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Disclosery

NWAM LLC: SPEM position timeline

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

NWAM LLC held 21,502 SPEM 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 21,502 shares
    Change vs previous 13F -1,401 shares

    0.06% of the 13F portfolio, value $1,113,381.

    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 22,903 shares
    Change vs previous 13F +4,699 shares

    0.06% of the 13F portfolio, value $1,074,372.

    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 18,204 shares
    Change vs previous 13F -16,518 shares

    0.05% of the 13F portfolio, value $899,405.

    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 34,722 shares
    Change vs previous 13F +16,717 shares

    0.09% of the 13F portfolio, value $1,651,178.

    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 18,005 shares
    Change vs previous 13F +12,149 shares

    0.04% of the 13F portfolio, value $774,069.

    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 5,856 shares
    Change vs previous 13F -712 shares

    0.02% of the 13F portfolio, value $230,551.

    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 6,568 shares
    Change vs previous 13F -14,000 shares

    0.02% of the 13F portfolio, value $252,014.

    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 20,568 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $849,047.

    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).