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Disclosery

NWAM LLC: VOO position timeline

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

NWAM LLC held 15,471 VOO 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 15,471 shares
    Change vs previous 13F +28 shares

    0.53% of the 13F portfolio, value $10,625,807.

    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 15,443 shares
    Change vs previous 13F +560 shares

    0.53% of the 13F portfolio, value $9,227,829.

    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 14,883 shares
    Change vs previous 13F +666 shares

    0.53% of the 13F portfolio, value $9,450,306.

    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 14,217 shares
    Change vs previous 13F -1,073 shares

    0.48% of the 13F portfolio, value $8,759,295.

    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 15,290 shares
    Change vs previous 13F +5,667 shares

    0.51% of the 13F portfolio, value $8,843,838.

    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 9,623 shares
    Change vs previous 13F -1,909 shares

    0.43% of the 13F portfolio, value $4,945,356.

    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 11,532 shares
    Change vs previous 13F +185 shares

    0.38% of the 13F portfolio, value $6,213,309.

    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 11,347 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,987,383.

    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).