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Disclosery

NWAM LLC: XAR position timeline

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

NWAM LLC held 2,214 XAR 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 2,214 shares
    Change vs previous 13F +1,117 shares

    0.03% of the 13F portfolio, value $628,315.

    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 1,097 shares
    Change vs previous 13F +37 shares

    0.02% of the 13F portfolio, value $278,589.

    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 1,060 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $296,753.

    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 918 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $221,483.

    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).