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Disclosery

NWAM LLC: VBR position timeline

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

NWAM LLC held 28,057 VBR 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 28,057 shares
    Change vs previous 13F -161 shares

    0.34% of the 13F portfolio, value $6,817,539.

    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 28,218 shares
    Change vs previous 13F +239 shares

    0.35% of the 13F portfolio, value $6,130,316.

    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 27,979 shares
    Change vs previous 13F -685 shares

    0.34% of the 13F portfolio, value $6,102,900.

    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 28,664 shares
    Change vs previous 13F +1,029 shares

    0.32% of the 13F portfolio, value $5,978,374.

    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 27,635 shares
    Change vs previous 13F +2,394 shares

    0.32% of the 13F portfolio, value $5,432,207.

    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 25,241 shares
    Change vs previous 13F +791 shares

    0.4% of the 13F portfolio, value $4,702,172.

    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 24,450 shares
    Change vs previous 13F -683 shares

    0.3% of the 13F portfolio, value $4,845,509.

    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 25,133 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,046,131.

    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).