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Disclosery

NWAM LLC: SPSM position timeline

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

NWAM LLC held 17,069 SPSM 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 17,069 shares
    Change vs previous 13F +113 shares

    0.05% of the 13F portfolio, value $984,345.

    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 16,956 shares
    Change vs previous 13F +4,226 shares

    0.05% of the 13F portfolio, value $819,315.

    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 12,730 shares
    Change vs previous 13F -23 shares

    0.04% of the 13F portfolio, value $634,573.

    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 12,753 shares
    Change vs previous 13F +17 shares

    0.03% of the 13F portfolio, value $593,959.

    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 12,736 shares
    Change vs previous 13F -767 shares

    0.03% of the 13F portfolio, value $547,292.

    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 13,503 shares
    Change vs previous 13F -1,854 shares

    0.05% of the 13F portfolio, value $550,368.

    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 15,357 shares
    Change vs previous 13F -98 shares

    0.04% of the 13F portfolio, value $689,831.

    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 15,455 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $703,348.

    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).