Skip to content
Disclosery

NWAM LLC: SPYM position timeline

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

NWAM LLC held 89,885 SPYM 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 89,885 shares
    Change vs previous 13F +9,152 shares

    0.39% of the 13F portfolio, value $7,899,134.

    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 80,733 shares
    Change vs previous 13F +6,313 shares

    0.36% of the 13F portfolio, value $6,179,292.

    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 74,420 shares
    Change vs previous 13F -88,851 shares

    0.34% of the 13F portfolio, value $6,065,992.

    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 163,271 shares
    Change vs previous 13F -6,995 shares

    0.7% of the 13F portfolio, value $12,862,133.

    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 170,266 shares
    Change vs previous 13F +134,652 shares

    0.73% of the 13F portfolio, value $12,574,016.

    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 35,614 shares
    Change vs previous 13F -132,039 shares

    0.2% of the 13F portfolio, value $2,341,999.

    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 167,653 shares
    Change vs previous 13F +63,055 shares

    0.71% of the 13F portfolio, value $11,558,030.

    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 104,598 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,061,435.

    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).