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Disclosery

NWAM LLC: WFC position timeline

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

NWAM LLC held 6,376 WFC 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 6,376 shares
    Change vs previous 13F +202 shares

    0.03% of the 13F portfolio, value $526,923.

    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 6,174 shares
    Change vs previous 13F -121 shares

    0.03% of the 13F portfolio, value $491,483.

    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 6,295 shares
    Change vs previous 13F -518 shares

    0.03% of the 13F portfolio, value $558,075.

    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 6,813 shares
    Change vs previous 13F -1,481 shares

    0.03% of the 13F portfolio, value $584,403.

    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 8,294 shares
    Change vs previous 13F -512 shares

    0.04% of the 13F portfolio, value $668,354.

    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 8,806 shares
    Change vs previous 13F +142 shares

    0.05% of the 13F portfolio, value $632,161.

    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 8,664 shares
    Change vs previous 13F +3,191 shares

    0.04% of the 13F portfolio, value $608,594.

    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 5,473 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $309,148.

    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).