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NWAM LLC: VTI position timeline

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

NWAM LLC held 35,025 VTI 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 35,025 shares
    Change vs previous 13F +3,360 shares

    0.65% of the 13F portfolio, value $12,960,693.

    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 31,665 shares
    Change vs previous 13F +573 shares

    0.58% of the 13F portfolio, value $10,158,608.

    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 31,092 shares
    Change vs previous 13F +46 shares

    0.59% of the 13F portfolio, value $10,576,104.

    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 31,046 shares
    Change vs previous 13F -942 shares

    0.56% of the 13F portfolio, value $10,250,588.

    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 31,988 shares
    Change vs previous 13F +8,169 shares

    0.57% of the 13F portfolio, value $9,884,593.

    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 23,819 shares
    Change vs previous 13F -13,256 shares

    0.56% of the 13F portfolio, value $6,546,367.

    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 37,075 shares
    Change vs previous 13F -97 shares

    0.66% of the 13F portfolio, value $10,744,662.

    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 37,172 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $10,525,652.

    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).