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Disclosery

NWAM LLC: SPY position timeline

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

NWAM LLC held 21,281 SPY 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 21,281 shares
    Change vs previous 13F +2,310 shares

    0.79% of the 13F portfolio, value $15,892,194.

    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 18,971 shares
    Change vs previous 13F +1,660 shares

    0.71% of the 13F portfolio, value $12,337,675.

    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 17,311 shares
    Change vs previous 13F +490 shares

    0.67% of the 13F portfolio, value $11,929,169.

    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 16,821 shares
    Change vs previous 13F -11 shares

    0.61% of the 13F portfolio, value $11,262,324.

    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 16,832 shares
    Change vs previous 13F +10,828 shares

    0.61% of the 13F portfolio, value $10,553,543.

    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 6,004 shares
    Change vs previous 13F -12,607 shares

    0.29% of the 13F portfolio, value $3,358,838.

    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 18,611 shares
    Change vs previous 13F -4,527 shares

    0.67% of the 13F portfolio, value $10,907,416.

    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 23,138 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $13,275,411.

    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).