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Disclosery

NWAM LLC: VRT position timeline

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

NWAM LLC held 25,241 VRT 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 25,241 shares
    Change vs previous 13F -4,380 shares

    0.42% of the 13F portfolio, value $8,451,125.

    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 29,621 shares
    Change vs previous 13F -8,093 shares

    0.43% of the 13F portfolio, value $7,422,491.

    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 37,714 shares
    Change vs previous 13F -1,179 shares

    0.38% of the 13F portfolio, value $6,834,888.

    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 38,893 shares
    Change vs previous 13F -1,246 shares

    0.37% of the 13F portfolio, value $6,834,655.

    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 40,139 shares
    Change vs previous 13F +6,928 shares

    0.34% of the 13F portfolio, value $5,840,796.

    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 33,211 shares
    Change vs previous 13F -9,849 shares

    0.21% of the 13F portfolio, value $2,397,841.

    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 43,060 shares
    Change vs previous 13F +1,744 shares

    0.3% of the 13F portfolio, value $4,892,076.

    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 41,316 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,110,545.

    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).