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Disclosery

NWAM LLC: VOT position timeline

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

NWAM LLC held 18,865 VOT 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 18,865 shares
    Change vs previous 13F +261 shares

    0.29% of the 13F portfolio, value $5,778,470.

    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 18,604 shares
    Change vs previous 13F +797 shares

    0.28% of the 13F portfolio, value $4,787,714.

    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 17,807 shares
    Change vs previous 13F +223 shares

    0.28% of the 13F portfolio, value $4,989,257.

    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 17,584 shares
    Change vs previous 13F +126 shares

    0.28% of the 13F portfolio, value $5,161,037.

    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 17,458 shares
    Change vs previous 13F +2,118 shares

    0.29% of the 13F portfolio, value $4,991,005.

    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 15,340 shares
    Change vs previous 13F -3,602 shares

    0.32% of the 13F portfolio, value $3,752,762.

    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 18,942 shares
    Change vs previous 13F -678 shares

    0.3% of the 13F portfolio, value $4,806,406.

    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 19,620 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,776,975.

    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).