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Disclosery

NWAM LLC: STIP position timeline

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

NWAM LLC held 12,731 STIP 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 12,731 shares
    Change vs previous 13F +983 shares

    0.07% of the 13F portfolio, value $1,300,582.

    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 11,748 shares
    Change vs previous 13F +1,616 shares

    0.07% of the 13F portfolio, value $1,215,052.

    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 10,132 shares
    Change vs previous 13F +590 shares

    0.06% of the 13F portfolio, value $1,039,257.

    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 9,542 shares
    Change vs previous 13F -616 shares

    0.05% of the 13F portfolio, value $987,108.

    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 10,158 shares
    Change vs previous 13F +214 shares

    0.06% of the 13F portfolio, value $1,044,547.

    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 9,944 shares
    Change vs previous 13F -311 shares

    0.09% of the 13F portfolio, value $1,028,906.

    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 10,255 shares
    Change vs previous 13F -432 shares

    0.06% of the 13F portfolio, value $1,031,653.

    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 10,687 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,082,823.

    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).