EDGAR LOMAX CO/VA: SWPPX position timeline

EDGAR LOMAX CO/VA held 41,597 SWPPX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 41,597 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $803,651.

   13F-HR 0001013538-26-000006 filed by EDGAR LOMAX CO/VA
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 41,597 shares

   Change vs previous 13F -6,670 shares

   0.05% of the 13F portfolio, value $697,579.

   13F-HR 0001013538-26-000004 filed by EDGAR LOMAX CO/VA
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 48,267 shares

   Change vs previous 13F -473 shares

   0.06% of the 13F portfolio, value $846,606.

   13F-HR 0001013538-26-000002 filed by EDGAR LOMAX CO/VA
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 48,740 shares

   Change vs previous 13F +41,318 shares

   0.07% of the 13F portfolio, value $841,738.

   13F-HR 0001013538-25-000010 filed by EDGAR LOMAX CO/VA
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,422 shares

   Change vs previous 13F +168 shares

   0.04% of the 13F portfolio, value $711,427.

   13F-HR 0001013538-25-000006 filed by EDGAR LOMAX CO/VA
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 7,254 shares

   Change vs previous 13F +119 shares

   0.04% of the 13F portfolio, value $626,851.

   13F-HR 0001013538-25-000004 filed by EDGAR LOMAX CO/VA
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 7,135 shares

   Change vs previous 13F -125 shares

   0.04% of the 13F portfolio, value $644,076.

   13F-HR 0001013538-25-000002 filed by EDGAR LOMAX CO/VA
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 7,260 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $647,643.

   13F-HR 0001013538-24-000008 filed by EDGAR LOMAX CO/VA
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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