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Disclosery

NWAM LLC: USMV position timeline

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

NWAM LLC held 30,637 USMV 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 30,637 shares
    Change vs previous 13F +9,113 shares

    0.15% of the 13F portfolio, value $2,955,276.

    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 21,524 shares
    Change vs previous 13F -4,218 shares

    0.11% of the 13F portfolio, value $1,996,099.

    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 25,742 shares
    Change vs previous 13F +369 shares

    0.14% of the 13F portfolio, value $2,444,048.

    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 25,373 shares
    Change vs previous 13F -5,193 shares

    0.13% of the 13F portfolio, value $2,406,443.

    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 30,566 shares
    Change vs previous 13F -979 shares

    0.17% of the 13F portfolio, value $2,844,416.

    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 31,545 shares
    Change vs previous 13F +842 shares

    0.25% of the 13F portfolio, value $2,954,474.

    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 30,703 shares
    Change vs previous 13F +180 shares

    0.17% of the 13F portfolio, value $2,726,151.

    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 30,523 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,787,029.

    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).