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Disclosery

NWAM LLC: VUG position timeline

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

NWAM LLC held 515,743 VUG 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 515,743 shares
    Change vs previous 13F +428,721 shares

    2.22% of the 13F portfolio, value $44,426,115.

    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 87,022 shares
    Change vs previous 13F +1,271 shares

    2.19% of the 13F portfolio, value $38,010,533.

    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 85,751 shares
    Change vs previous 13F -2,364 shares

    2.33% of the 13F portfolio, value $41,790,545.

    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 88,115 shares
    Change vs previous 13F -2,409 shares

    2.3% of the 13F portfolio, value $42,469,014.

    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 90,524 shares
    Change vs previous 13F -2,662 shares

    2.35% of the 13F portfolio, value $40,374,757.

    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 93,186 shares
    Change vs previous 13F +129 shares

    2.97% of the 13F portfolio, value $34,555,259.

    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 93,057 shares
    Change vs previous 13F -1,651 shares

    2.36% of the 13F portfolio, value $38,194,357.

    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 94,708 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $36,361,116.

    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).