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Disclosery

NWAM LLC: XYZ position timeline

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

NWAM LLC held 20,968 XYZ 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 20,968 shares
    Change vs previous 13F +3,174 shares

    0.08% of the 13F portfolio, value $1,593,568.

    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 17,794 shares
    Change vs previous 13F +1,043 shares

    0.06% of the 13F portfolio, value $1,070,843.

    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 16,751 shares
    Change vs previous 13F +1,166 shares

    0.06% of the 13F portfolio, value $1,090,540.

    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 15,585 shares
    Change vs previous 13F +2,329 shares

    0.06% of the 13F portfolio, value $1,127,440.

    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 13,256 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $902,869.

    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).