Skip to content
Disclosery

NORTH STAR ASSET MANAGEMENT INC: SWPPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTH STAR ASSET MANAGEMENT INC on SWPPX, newest first. How the timeline and the estimate are built.

NORTH STAR ASSET MANAGEMENT INC held 154,703 SWPPX shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,703 shares
    Change vs previous 13F +83,173 shares

    0.12% of the 13F portfolio, value $2,988,866.

    13F-HR 0001056559-26-000003 filed by NORTH STAR ASSET MANAGEMENT INC
    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 71,530 shares
    Change vs previous 13F +8,104 shares

    0.05% of the 13F portfolio, value $1,199,553.

    13F-HR 0001056559-26-000002 filed by NORTH STAR ASSET MANAGEMENT INC
    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 63,426 shares
    Change vs previous 13F +1,491 shares

    0.04% of the 13F portfolio, value $1,112,487.

    13F-HR 0001056559-26-000001 filed by NORTH STAR ASSET MANAGEMENT INC
    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 61,935 shares
    Change vs previous 13F +51,505 shares

    0.04% of the 13F portfolio, value $1,069,622.

    13F-HR 0001056559-25-000005 filed by NORTH STAR ASSET MANAGEMENT INC
    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 10,430 shares
    Change vs previous 13F -91 shares

    0.04% of the 13F portfolio, value $999,772.

    13F-HR 0001056559-25-000003 filed by NORTH STAR ASSET MANAGEMENT INC
    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 10,521 shares
    Change vs previous 13F -322 shares

    0.04% of the 13F portfolio, value $909,077.

    13F-HR 0001056559-25-000002 filed by NORTH STAR ASSET MANAGEMENT INC
    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 10,843 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $978,760.

    13F-HR 0001056559-25-000001 filed by NORTH STAR ASSET MANAGEMENT INC
    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 10,767 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $960,480.

    13F-HR 0001056559-24-000004 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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