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Disclosery

NWAM LLC: VTEB position timeline

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

NWAM LLC held 92,056 VTEB 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 92,056 shares
    Change vs previous 13F -12,795 shares

    0.23% of the 13F portfolio, value $4,656,199.

    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 104,851 shares
    Change vs previous 13F -960 shares

    0.3% of the 13F portfolio, value $5,231,023.

    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 105,811 shares
    Change vs previous 13F -8,742 shares

    0.3% of the 13F portfolio, value $5,330,965.

    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 114,553 shares
    Change vs previous 13F +2,087 shares

    0.31% of the 13F portfolio, value $5,758,607.

    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 112,466 shares
    Change vs previous 13F +8,017 shares

    0.32% of the 13F portfolio, value $5,497,450.

    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 104,449 shares
    Change vs previous 13F -35,546 shares

    0.45% of the 13F portfolio, value $5,182,751.

    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 139,995 shares
    Change vs previous 13F +22,931 shares

    0.43% of the 13F portfolio, value $7,017,943.

    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 117,064 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,984,294.

    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).