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Disclosery

NWAM LLC: XLV position timeline

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

NWAM LLC held 22,154 XLV 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 22,154 shares
    Change vs previous 13F +12,408 shares

    0.18% of the 13F portfolio, value $3,514,916.

    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 9,746 shares
    Change vs previous 13F -131 shares

    0.08% of the 13F portfolio, value $1,428,815.

    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 9,877 shares
    Change vs previous 13F -7,129 shares

    0.09% of the 13F portfolio, value $1,561,591.

    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 17,006 shares
    Change vs previous 13F +3,062 shares

    0.13% of the 13F portfolio, value $2,462,227.

    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 13,944 shares
    Change vs previous 13F -10,149 shares

    0.11% of the 13F portfolio, value $1,818,747.

    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 24,093 shares
    Change vs previous 13F +1,462 shares

    0.3% of the 13F portfolio, value $3,517,890.

    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 22,631 shares
    Change vs previous 13F +15 shares

    0.19% of the 13F portfolio, value $3,113,385.

    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 22,616 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,483,345.

    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).