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Disclosery

NWAM LLC: TAN position timeline

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

NWAM LLC held 17,761 TAN 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 17,761 shares
    Change vs previous 13F -72,827 shares

    0.05% of the 13F portfolio, value $1,050,592.

    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 90,588 shares
    Change vs previous 13F +35,689 shares

    0.29% of the 13F portfolio, value $5,046,650.

    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 54,899 shares
    Change vs previous 13F +38,071 shares

    0.16% of the 13F portfolio, value $2,912,480.

    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 16,828 shares
    Change vs previous 13F +3,794 shares

    0.04% of the 13F portfolio, value $734,527.

    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 13,034 shares
    Change vs previous 13F +2,169 shares

    0.03% of the 13F portfolio, value $446,005.

    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 10,865 shares
    Change vs previous 13F +2,748 shares

    0.03% of the 13F portfolio, value $330,952.

    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 8,117 shares
    Change vs previous 13F -1,723 shares

    0.02% of the 13F portfolio, value $268,843.

    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 9,840 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $424,187.

    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).