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Disclosery

NWAM LLC: VGSR position timeline

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

NWAM LLC held 41,504 VGSR 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 41,504 shares
    Change vs previous 13F +1,001 shares

    0.02% of the 13F portfolio, value $472,523.

    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 40,503 shares
    Change vs previous 13F +3,668 shares

    0.02% of the 13F portfolio, value $418,400.

    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 36,835 shares
    Change vs previous 13F -3,619 shares

    0.02% of the 13F portfolio, value $383,080.

    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 40,454 shares
    Change vs previous 13F +802 shares

    0.02% of the 13F portfolio, value $430,831.

    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 39,652 shares
    Change vs previous 13F -2,381 shares

    0.02% of the 13F portfolio, value $414,758.

    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 42,033 shares
    Change vs previous 13F -19,247 shares

    0.04% of the 13F portfolio, value $426,220.

    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 61,280 shares
    Change vs previous 13F +26,576 shares

    0.04% of the 13F portfolio, value $620,154.

    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 34,704 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $385,561.

    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).