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NWAM LLC: TSLA position timeline

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

NWAM LLC held 49,512 TSLA 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 49,512 shares
    Change vs previous 13F -1,620 shares

    1.04% of the 13F portfolio, value $20,824,688.

    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 51,132 shares
    Change vs previous 13F +2,096 shares

    1.09% of the 13F portfolio, value $19,008,408.

    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 49,036 shares
    Change vs previous 13F -625 shares

    1.22% of the 13F portfolio, value $21,799,128.

    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 49,661 shares
    Change vs previous 13F +926 shares

    1.2% of the 13F portfolio, value $22,135,596.

    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 48,735 shares
    Change vs previous 13F +30,564 shares

    0.89% of the 13F portfolio, value $15,321,139.

    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 18,171 shares
    Change vs previous 13F -44,303 shares

    0.41% of the 13F portfolio, value $4,709,301.

    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 62,474 shares
    Change vs previous 13F -4,243 shares

    1.56% of the 13F portfolio, value $25,229,699.

    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 66,717 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $17,455,297.

    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).