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Disclosery

NWAM LLC: VTV position timeline

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

NWAM LLC held 180,719 VTV 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 180,719 shares
    Change vs previous 13F +3,573 shares

    1.97% of the 13F portfolio, value $39,384,012.

    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 177,146 shares
    Change vs previous 13F -1,343 shares

    2% of the 13F portfolio, value $34,756,101.

    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 178,489 shares
    Change vs previous 13F -3,383 shares

    1.93% of the 13F portfolio, value $34,573,509.

    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 181,872 shares
    Change vs previous 13F -1,293 shares

    1.84% of the 13F portfolio, value $33,952,586.

    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 183,165 shares
    Change vs previous 13F +2,101 shares

    1.88% of the 13F portfolio, value $32,392,807.

    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 181,064 shares
    Change vs previous 13F +4,733 shares

    2.69% of the 13F portfolio, value $31,276,956.

    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 176,331 shares
    Change vs previous 13F -3,312 shares

    1.85% of the 13F portfolio, value $29,852,821.

    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 179,643 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $31,360,318.

    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).