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Disclosery

NWAM LLC: VYM position timeline

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

NWAM LLC held 85,738 VYM 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 85,738 shares
    Change vs previous 13F -2,055 shares

    0.68% of the 13F portfolio, value $13,549,130.

    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 87,793 shares
    Change vs previous 13F -459 shares

    0.75% of the 13F portfolio, value $13,002,194.

    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 88,252 shares
    Change vs previous 13F -2,251 shares

    0.71% of the 13F portfolio, value $12,704,240.

    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 90,503 shares
    Change vs previous 13F -5,127 shares

    0.69% of the 13F portfolio, value $12,758,571.

    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 95,630 shares
    Change vs previous 13F +92,154 shares

    0.74% of the 13F portfolio, value $12,755,909.

    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 3,476 shares
    Change vs previous 13F -94,105 shares

    0.04% of the 13F portfolio, value $448,253.

    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 97,581 shares
    Change vs previous 13F +649 shares

    0.77% of the 13F portfolio, value $12,450,363.

    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 96,932 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $12,426,705.

    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).