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Disclosery

NWAM LLC: VFQY position timeline

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

NWAM LLC held 3,349 VFQY 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 3,349 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $570,344.

    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 3,341 shares
    Change vs previous 13F -288 shares

    0.03% of the 13F portfolio, value $498,543.

    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 3,629 shares
    Change vs previous 13F -8,633 shares

    0.03% of the 13F portfolio, value $574,732.

    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 12,262 shares
    Change vs previous 13F +2,198 shares

    0.1% of the 13F portfolio, value $1,851,968.

    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 10,064 shares
    Change vs previous 13F +4,305 shares

    0.08% of the 13F portfolio, value $1,456,376.

    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 5,759 shares
    Change vs previous 13F +1,629 shares

    0.07% of the 13F portfolio, value $769,726.

    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 4,130 shares
    Change vs previous 13F +852 shares

    0.04% of the 13F portfolio, value $581,875.

    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 3,278 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $468,405.

    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).