Skip to content
Disclosery

NWAM LLC: USFR position timeline

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

NWAM LLC held 20,624 USFR 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 20,624 shares
    Change vs previous 13F -32,124 shares

    0.05% of the 13F portfolio, value $1,038,426.

    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 52,748 shares
    Change vs previous 13F -253 shares

    0.15% of the 13F portfolio, value $2,655,340.

    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 53,001 shares
    Change vs previous 13F -8,612 shares

    0.15% of the 13F portfolio, value $2,675,480.

    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 61,613 shares
    Change vs previous 13F -3,654 shares

    0.17% of the 13F portfolio, value $3,104,072.

    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 65,267 shares
    Change vs previous 13F -36,436 shares

    0.19% of the 13F portfolio, value $3,284,893.

    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 101,703 shares
    Change vs previous 13F +15,287 shares

    0.44% of the 13F portfolio, value $5,118,716.

    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 86,416 shares
    Change vs previous 13F +17,712 shares

    0.27% of the 13F portfolio, value $4,348,437.

    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 68,704 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,450,296.

    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).