Skip to content
Disclosery

NORTH STAR ASSET MANAGEMENT INC: SWTSX position timeline

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

NORTH STAR ASSET MANAGEMENT INC held 1,577,527 SWTSX 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 1,577,527 shares
    Change vs previous 13F -6,716 shares

    1.13% of the 13F portfolio, value $28,710,982.

    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 1,584,243 shares
    Change vs previous 13F -18,498 shares

    1.08% of the 13F portfolio, value $24,920,139.

    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 1,602,741 shares
    Change vs previous 13F -26,664 shares

    1.06% of the 13F portfolio, value $26,268,919.

    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 1,629,405 shares
    Change vs previous 13F +1,395,482 shares

    1.07% of the 13F portfolio, value $26,380,063.

    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 233,923 shares
    Change vs previous 13F -4,374 shares

    1.04% of the 13F portfolio, value $24,494,077.

    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 238,297 shares
    Change vs previous 13F -7,030 shares

    1.02% of the 13F portfolio, value $22,464,230.

    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 245,327 shares
    Change vs previous 13F +4,152 shares

    1.08% of the 13F portfolio, value $24,309,496.

    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 241,175 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $23,550,753.

    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).