Skip to content
Disclosery

NWAM LLC: XLI position timeline

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

NWAM LLC held 10,576 XLI 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 10,576 shares
    Change vs previous 13F -29 shares

    0.1% of the 13F portfolio, value $1,959,070.

    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 10,605 shares
    Change vs previous 13F +1,015 shares

    0.1% of the 13F portfolio, value $1,715,168.

    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 9,590 shares
    Change vs previous 13F -14,250 shares

    0.09% of the 13F portfolio, value $1,576,371.

    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 23,840 shares
    Change vs previous 13F +31 shares

    0.2% of the 13F portfolio, value $3,659,972.

    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 23,809 shares
    Change vs previous 13F -1,029 shares

    0.21% of the 13F portfolio, value $3,619,246.

    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 24,838 shares
    Change vs previous 13F +1,481 shares

    0.28% of the 13F portfolio, value $3,255,554.

    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 23,357 shares
    Change vs previous 13F +1,749 shares

    0.19% of the 13F portfolio, value $3,077,583.

    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 21,608 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,926,650.

    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).