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Disclosery

NWAM LLC: VGSH position timeline

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

NWAM LLC held 59,074 VGSH 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 59,074 shares
    Change vs previous 13F -8,184 shares

    0.17% of the 13F portfolio, value $3,438,085.

    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 67,258 shares
    Change vs previous 13F +10,708 shares

    0.23% of the 13F portfolio, value $3,937,284.

    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 56,550 shares
    Change vs previous 13F +2,712 shares

    0.19% of the 13F portfolio, value $3,321,927.

    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 53,838 shares
    Change vs previous 13F +1,567 shares

    0.17% of the 13F portfolio, value $3,170,088.

    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 52,271 shares
    Change vs previous 13F +7,932 shares

    0.18% of the 13F portfolio, value $3,067,841.

    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 44,339 shares
    Change vs previous 13F -1,660 shares

    0.22% of the 13F portfolio, value $2,602,281.

    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 45,999 shares
    Change vs previous 13F -1,831 shares

    0.17% of the 13F portfolio, value $2,676,213.

    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 47,830 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,822,938.

    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).