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Disclosery

NWAM LLC: XAWFX position timeline

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

NWAM LLC held 26,832 XAWFX 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 26,832 shares
    Change vs previous 13F -1,720 shares

    0.01% of the 13F portfolio, value $276,372.

    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 28,552 shares
    Change vs previous 13F -653 shares

    0.02% of the 13F portfolio, value $290,377.

    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 29,205 shares
    Change vs previous 13F -2,921 shares

    0.02% of the 13F portfolio, value $312,203.

    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 32,126 shares
    Change vs previous 13F -5,718 shares

    0.02% of the 13F portfolio, value $360,127.

    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 37,844 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $417,414.

    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 37,702 shares
    Change vs previous 13F -4,992 shares

    0.03% of the 13F portfolio, value $404,543.

    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 42,694 shares
    Change vs previous 13F -12,728 shares

    0.03% of the 13F portfolio, value $458,105.

    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 55,422 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $628,488.

    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).