NEVILLE RODIE & SHAW INC: SWPPX position timeline

NEVILLE RODIE & SHAW INC held 0 SWPPX shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -116,200 shares

   13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-07-06 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 116,200 shares

   Change vs previous 13F -349 shares

   0.14% of the 13F portfolio, value $1,949,000.

   13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-04-01 (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 116,549 shares

   Change vs previous 13F +601 shares

   0.14% of the 13F portfolio, value $2,044,000.

   13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-01-06 (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 115,948 shares

   Change vs previous 13F +96,341 shares

   0.14% of the 13F portfolio, value $2,002,000.

   13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-10-01 (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 19,607 shares

   Change vs previous 13F -11 shares

   0.14% of the 13F portfolio, value $1,879,000.

   13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-07-02 (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 19,618 shares

   Change vs previous 13F -113 shares

   0.13% of the 13F portfolio, value $1,695,000.

   13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-04-01 (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 19,731 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $1,781,000.

   13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-01-06 (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).