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Disclosery

NWAM LLC: XLF position timeline

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

NWAM LLC held 47,303 XLF 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 47,303 shares
    Change vs previous 13F +5,957 shares

    0.13% of the 13F portfolio, value $2,535,926.

    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 41,346 shares
    Change vs previous 13F -2,390 shares

    0.12% of the 13F portfolio, value $2,041,265.

    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 43,736 shares
    Change vs previous 13F -60,724 shares

    0.13% of the 13F portfolio, value $2,335,937.

    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 104,460 shares
    Change vs previous 13F -938 shares

    0.3% of the 13F portfolio, value $5,514,452.

    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 105,398 shares
    Change vs previous 13F -7,361 shares

    0.32% of the 13F portfolio, value $5,519,702.

    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 112,759 shares
    Change vs previous 13F -1,523 shares

    0.48% of the 13F portfolio, value $5,616,530.

    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 114,282 shares
    Change vs previous 13F +15,642 shares

    0.34% of the 13F portfolio, value $5,523,230.

    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 98,640 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,470,375.

    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).