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Disclosery

NWAM LLC: WTAI position timeline

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

NWAM LLC held 28,709 WTAI 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 28,709 shares
    Change vs previous 13F +2,346 shares

    0.07% of the 13F portfolio, value $1,362,808.

    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 26,363 shares
    Change vs previous 13F +273 shares

    0.04% of the 13F portfolio, value $744,223.

    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 26,090 shares
    Change vs previous 13F -2,204 shares

    0.04% of the 13F portfolio, value $796,001.

    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 28,294 shares
    Change vs previous 13F -11,108 shares

    0.05% of the 13F portfolio, value $856,173.

    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 39,402 shares
    Change vs previous 13F +2,471 shares

    0.06% of the 13F portfolio, value $1,003,172.

    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 36,931 shares
    Change vs previous 13F -11,295 shares

    0.06% of the 13F portfolio, value $701,694.

    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 48,226 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,060,972.

    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).