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Disclosery

NWAM LLC: XMMO position timeline

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

NWAM LLC held 44,308 XMMO 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 44,308 shares
    Change vs previous 13F +682 shares

    0.38% of the 13F portfolio, value $7,538,590.

    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 43,626 shares
    Change vs previous 13F +3,467 shares

    0.36% of the 13F portfolio, value $6,326,675.

    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 40,159 shares
    Change vs previous 13F +2,926 shares

    0.32% of the 13F portfolio, value $5,678,312.

    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 37,233 shares
    Change vs previous 13F +376 shares

    0.27% of the 13F portfolio, value $5,036,875.

    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 36,857 shares
    Change vs previous 13F +7,051 shares

    0.28% of the 13F portfolio, value $4,805,152.

    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 29,806 shares
    Change vs previous 13F +1,214 shares

    0.29% of the 13F portfolio, value $3,390,769.

    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 28,592 shares
    Change vs previous 13F +1,929 shares

    0.22% of the 13F portfolio, value $3,531,965.

    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 26,663 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,208,404.

    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).