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Disclosery

NWAM LLC: XLRE position timeline

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

NWAM LLC held 8,163 XLRE 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 8,163 shares
    Change vs previous 13F +590 shares

    0.02% of the 13F portfolio, value $359,406.

    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 7,573 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $309,210.

    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 7,302 shares
    Change vs previous 13F -2,088 shares

    0.02% of the 13F portfolio, value $300,974.

    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 9,390 shares
    Change vs previous 13F +2,425 shares

    0.02% of the 13F portfolio, value $398,892.

    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 6,965 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $288,423.

    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 6,905 shares
    Change vs previous 13F -7,521 shares

    0.02% of the 13F portfolio, value $288,977.

    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 14,426 shares
    Change vs previous 13F +3,547 shares

    0.04% of the 13F portfolio, value $586,712.

    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 10,879 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $485,949.

    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).