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Disclosery

NWAM LLC: VMBS position timeline

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

NWAM LLC held 8,346 VMBS 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 8,346 shares
    Change vs previous 13F -2,471 shares

    0.02% of the 13F portfolio, value $390,682.

    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 10,817 shares
    Change vs previous 13F +68 shares

    0.03% of the 13F portfolio, value $507,863.

    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 10,749 shares
    Change vs previous 13F +347 shares

    0.03% of the 13F portfolio, value $507,635.

    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 10,402 shares
    Change vs previous 13F +2,483 shares

    0.03% of the 13F portfolio, value $491,367.

    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 7,919 shares
    Change vs previous 13F +2,895 shares

    0.02% of the 13F portfolio, value $365,373.

    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 5,024 shares
    Change vs previous 13F +111 shares

    0.02% of the 13F portfolio, value $232,661.

    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 4,913 shares
    Change vs previous 13F -236 shares

    0.01% of the 13F portfolio, value $222,755.

    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 5,149 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,084.

    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).