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Disclosery

NWAM LLC: U position timeline

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

NWAM LLC held 26,771 U 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 26,771 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $765,115.

    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 26,745 shares
    Change vs previous 13F -54 shares

    0.03% of the 13F portfolio, value $586,785.

    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 26,799 shares
    Change vs previous 13F +18 shares

    0.07% of the 13F portfolio, value $1,183,557.

    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 26,781 shares
    Change vs previous 13F +60 shares

    0.06% of the 13F portfolio, value $1,071,767.

    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 26,721 shares
    Change vs previous 13F +32 shares

    0.04% of the 13F portfolio, value $647,143.

    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 26,689 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $522,838.

    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 26,677 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $599,432.

    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 26,681 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $603,524.

    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).