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NWAM LLC: SUB position timeline

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

NWAM LLC held 13,486 SUB 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 13,486 shares
    Change vs previous 13F +3,810 shares

    0.07% of the 13F portfolio, value $1,435,811.

    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 9,676 shares
    Change vs previous 13F +719 shares

    0.06% of the 13F portfolio, value $1,030,540.

    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 8,957 shares
    Change vs previous 13F -3,598 shares

    0.05% of the 13F portfolio, value $955,996.

    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 12,555 shares
    Change vs previous 13F +44 shares

    0.07% of the 13F portfolio, value $1,340,491.

    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 12,511 shares
    Change vs previous 13F -1,044 shares

    0.08% of the 13F portfolio, value $1,330,672.

    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 13,555 shares
    Change vs previous 13F -1,002 shares

    0.12% of the 13F portfolio, value $1,431,386.

    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 14,557 shares
    Change vs previous 13F +2,279 shares

    0.09% of the 13F portfolio, value $1,535,439.

    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 12,278 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,303,801.

    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).