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Disclosery

NWAM LLC: XLP position timeline

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

NWAM LLC held 33,533 XLP 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 33,533 shares
    Change vs previous 13F +5,490 shares

    0.14% of the 13F portfolio, value $2,785,600.

    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 28,043 shares
    Change vs previous 13F +662 shares

    0.13% of the 13F portfolio, value $2,298,948.

    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 27,381 shares
    Change vs previous 13F +16,034 shares

    0.13% of the 13F portfolio, value $2,266,564.

    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 11,347 shares
    Change vs previous 13F -11,107 shares

    0.05% of the 13F portfolio, value $903,870.

    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 22,454 shares
    Change vs previous 13F +11,899 shares

    0.1% of the 13F portfolio, value $1,791,409.

    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 10,555 shares
    Change vs previous 13F +124 shares

    0.07% of the 13F portfolio, value $862,008.

    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 10,431 shares
    Change vs previous 13F +6,064 shares

    0.05% of the 13F portfolio, value $819,989.

    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 4,367 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $362,460.

    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).