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Disclosery

NWAM LLC: VNQ position timeline

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

NWAM LLC held 123,491 VNQ 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 123,491 shares
    Change vs previous 13F -5,136 shares

    0.6% of the 13F portfolio, value $11,908,213.

    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 128,627 shares
    Change vs previous 13F +2,531 shares

    0.66% of the 13F portfolio, value $11,409,216.

    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 126,096 shares
    Change vs previous 13F -1,517 shares

    0.63% of the 13F portfolio, value $11,226,783.

    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 127,613 shares
    Change vs previous 13F +2,502 shares

    0.63% of the 13F portfolio, value $11,689,547.

    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 125,111 shares
    Change vs previous 13F +96,053 shares

    0.65% of the 13F portfolio, value $11,144,978.

    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 29,058 shares
    Change vs previous 13F -122,311 shares

    0.23% of the 13F portfolio, value $2,630,890.

    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 151,369 shares
    Change vs previous 13F -383 shares

    0.83% of the 13F portfolio, value $13,483,971.

    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 151,752 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $14,783,668.

    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).