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NWAM LLC: UFO position timeline

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

NWAM LLC held 98,553 UFO 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 98,553 shares
    Change vs previous 13F -8,342 shares

    0.25% of the 13F portfolio, value $4,993,679.

    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 106,895 shares
    Change vs previous 13F +59,970 shares

    0.28% of the 13F portfolio, value $4,789,947.

    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 46,925 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,124,746.

    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).