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Disclosery

NWAM LLC: SPIB position timeline

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

NWAM LLC held 36,083 SPIB 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 36,083 shares
    Change vs previous 13F -1,566 shares

    0.06% of the 13F portfolio, value $1,207,342.

    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 37,649 shares
    Change vs previous 13F +1,668 shares

    0.07% of the 13F portfolio, value $1,262,733.

    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 35,981 shares
    Change vs previous 13F +1,743 shares

    0.07% of the 13F portfolio, value $1,219,029.

    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 34,238 shares
    Change vs previous 13F -110 shares

    0.06% of the 13F portfolio, value $1,165,113.

    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 34,348 shares
    Change vs previous 13F +1,880 shares

    0.07% of the 13F portfolio, value $1,150,307.

    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 32,468 shares
    Change vs previous 13F +1,315 shares

    0.09% of the 13F portfolio, value $1,079,232.

    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 31,153 shares
    Change vs previous 13F +2,417 shares

    0.06% of the 13F portfolio, value $1,020,574.

    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 28,736 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $968,698.

    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).