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Disclosery

NWAM LLC: VIG position timeline

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

NWAM LLC held 33,929 VIG 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 33,929 shares
    Change vs previous 13F -543 shares

    0.4% of the 13F portfolio, value $8,028,371.

    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 34,472 shares
    Change vs previous 13F -796 shares

    0.43% of the 13F portfolio, value $7,413,584.

    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 35,268 shares
    Change vs previous 13F -1,078 shares

    0.44% of the 13F portfolio, value $7,864,102.

    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 36,346 shares
    Change vs previous 13F -1,635 shares

    0.43% of the 13F portfolio, value $7,879,369.

    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 37,981 shares
    Change vs previous 13F +27,361 shares

    0.45% of the 13F portfolio, value $7,810,108.

    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 10,620 shares
    Change vs previous 13F -26,173 shares

    0.18% of the 13F portfolio, value $2,060,200.

    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 36,793 shares
    Change vs previous 13F -3,630 shares

    0.45% of the 13F portfolio, value $7,205,269.

    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 40,423 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $8,006,137.

    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).