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Disclosery

NWAM LLC: XTEN position timeline

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

NWAM LLC held 6,927 XTEN 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 6,927 shares
    Change vs previous 13F -8,731 shares

    0.02% of the 13F portfolio, value $315,744.

    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 15,658 shares
    Change vs previous 13F +7,327 shares

    0.04% of the 13F portfolio, value $718,097.

    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 8,331 shares
    Change vs previous 13F -14,404 shares

    0.02% of the 13F portfolio, value $386,626.

    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 22,735 shares
    Change vs previous 13F +3,269 shares

    0.06% of the 13F portfolio, value $1,075,696.

    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 19,466 shares
    Change vs previous 13F +9,477 shares

    0.05% of the 13F portfolio, value $889,596.

    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 9,989 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $465,188.

    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).