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Disclosery

Aviance Capital Partners, LLC: SWBI position timeline

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

Aviance Capital Partners, LLC held 110,055 SWBI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,055 shares
    Change vs previous 13F -10,602 shares

    0.17% of the 13F portfolio, value $1,655,221.

    13F-HR 0001542383-26-000005 filed by Aviance Capital Partners, 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 120,657 shares
    Change vs previous 13F -9,002 shares

    0.2% of the 13F portfolio, value $1,729,008.

    13F-HR 0001542383-26-000003 filed by Aviance Capital Partners, 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 129,659 shares
    Change vs previous 13F -1,254 shares

    0.15% of the 13F portfolio, value $1,279,738.

    13F-HR 0001542383-26-000001 filed by Aviance Capital Partners, 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 130,913 shares
    Change vs previous 13F -4,965 shares

    0.15% of the 13F portfolio, value $1,286,876.

    13F-HR 0001542383-25-000002 filed by Aviance Capital Partners, 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 135,878 shares
    Change vs previous 13F +2,819 shares

    0.15% of the 13F portfolio, value $1,179,423.

    13F-HR 0001085146-25-004506 filed by Aviance Capital Partners, 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 133,059 shares
    Change vs previous 13F +31,776 shares

    0.17% of the 13F portfolio, value $1,240,106.

    13F-HR 0001085146-25-002406 filed by Aviance Capital Partners, 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 101,283 shares
    Change vs previous 13F +12,875 shares

    0.14% of the 13F portfolio, value $1,023,461.

    13F-HR 0001085146-25-000867 filed by Aviance Capital Partners, 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 88,408 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,147,539.

    13F-HR 0001085146-24-005434 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).