NWAM LLC

Position in XYZ — Block, Inc.

CIK 1655006 MERCER ISLAND, WA

Position in XYZ

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,593,568

+$522,726 QoQ

Shares Held

20,968

+17.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#405

of 1,079 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NWAM LLC holds $107,463,190 across 11 Software - Infrastructure names. XYZ ranks #6 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	236,996	$88,404,247
2	BB	BLACKBERRY Ltd	558,925	$7,070,401
3	ORCL	Oracle Corp	18,334	$2,686,847
4	PANW	Palo Alto Networks Inc	7,541	$2,571,631
5	PLTR	Palantir Technologies Inc.	21,270	$2,481,570
6	XYZ	Block, Inc. This page	20,968	$1,593,568
7	NET	Cloudflare, Inc.	5,005	$1,227,626
8	CRWD	CrowdStrike Holdings, Inc.	12,916	$616,044

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,593,568	20,968	+17.8%	Shares	Sole	2026-07-23
2026-03-31	$1,070,842	17,794	+6.2%	Shares	Sole	2026-05-04
2025-12-31	$1,090,322	16,751	+7.5%	Shares	Sole	2026-02-04
2025-09-30	$1,126,327	15,585	+17.6%	Shares	Sole	2026-02-04
2025-06-30	$900,480	13,256	+584.4%	Shares	Sole	2026-02-04
2022-03-31	$262,657	1,937	+34.7%	Shares	Sole	2022-05-12
2021-12-31	$232,251	1,438	+5.8%	Shares	Sole	2022-02-10
2021-09-30	$325,942	1,359	+4.2%	Shares	Sole	2021-11-03
2021-06-30	$317,915	1,304	+17.4%	Shares	Sole	2021-08-04
2021-03-31	$252,252	1,111	+14.7%	Shares	Sole	2021-04-23
2020-12-31	$210,893	969	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.