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NORTHSTAR ASSET MANAGEMENT Co: SWTSX position timeline

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

NORTHSTAR ASSET MANAGEMENT Co held 0 SWTSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -26,782 shares

    13F-HR 0001132708-26-000003 filed by NORTHSTAR ASSET MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

    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 26,782 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $421,279.

    13F-HR 0001132708-26-000002 filed by NORTHSTAR ASSET MANAGEMENT Co
    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 26,782 shares
    Change vs previous 13F +292 shares

    0.09% of the 13F portfolio, value $438,955.

    13F-HR 0001132708-26-000001 filed by NORTHSTAR ASSET MANAGEMENT Co
    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 26,490 shares
    Change vs previous 13F +22,706 shares

    0.09% of the 13F portfolio, value $428,872.

    13F-HR 0001132708-25-000008 filed by NORTHSTAR ASSET MANAGEMENT Co
    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 3,784 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $396,252.

    13F-HR 0001132708-25-000007 filed by NORTHSTAR ASSET MANAGEMENT Co
    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 3,784 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $356,744.

    13F-HR 0001132708-25-000002 filed by NORTHSTAR ASSET MANAGEMENT Co
    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 3,784 shares
    Change vs previous 13F +45 shares

    0.09% of the 13F portfolio, value $374,984.

    13F-HR 0001132708-25-000001 filed by NORTHSTAR ASSET MANAGEMENT Co
    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 3,739 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $365,158.

    13F-HR 0001132708-24-000006 filed by NORTHSTAR ASSET MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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