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Disclosery

NWAM LLC: TIP position timeline

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

NWAM LLC held 33,015 TIP 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 33,015 shares
    Change vs previous 13F +2,680 shares

    0.18% of the 13F portfolio, value $3,612,880.

    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 30,335 shares
    Change vs previous 13F +358 shares

    0.19% of the 13F portfolio, value $3,347,726.

    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 29,977 shares
    Change vs previous 13F -255 shares

    0.18% of the 13F portfolio, value $3,308,613.

    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 30,232 shares
    Change vs previous 13F +491 shares

    0.18% of the 13F portfolio, value $3,379,108.

    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 29,741 shares
    Change vs previous 13F +2,270 shares

    0.19% of the 13F portfolio, value $3,261,900.

    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 27,471 shares
    Change vs previous 13F +2,845 shares

    0.26% of the 13F portfolio, value $3,051,710.

    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 24,626 shares
    Change vs previous 13F +10,347 shares

    0.16% of the 13F portfolio, value $2,623,859.

    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 14,279 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,577,453.

    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).