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Disclosery

NWAM LLC: WM position timeline

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

NWAM LLC held 9,015 WM 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 9,015 shares
    Change vs previous 13F +53 shares

    0.1% of the 13F portfolio, value $2,009,205.

    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 8,962 shares
    Change vs previous 13F +28 shares

    0.12% of the 13F portfolio, value $2,059,387.

    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 8,934 shares
    Change vs previous 13F +2,958 shares

    0.11% of the 13F portfolio, value $2,050,603.

    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 5,976 shares
    Change vs previous 13F -1,071 shares

    0.07% of the 13F portfolio, value $1,290,718.

    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 7,047 shares
    Change vs previous 13F +349 shares

    0.09% of the 13F portfolio, value $1,614,566.

    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 6,698 shares
    Change vs previous 13F +412 shares

    0.13% of the 13F portfolio, value $1,550,655.

    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 6,286 shares
    Change vs previous 13F +1,820 shares

    0.08% of the 13F portfolio, value $1,268,356.

    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 4,466 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $927,102.

    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).