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Disclosery

SWS Partners: HDEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWS Partners on HDEF, newest first. How the timeline and the estimate are built.

SWS Partners held 125,266 HDEF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,266 shares
    Change vs previous 13F +2,394 shares

    0.87% of the 13F portfolio, value $4,026,041.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 122,872 shares
    Change vs previous 13F -1,131,551 shares

    0.98% of the 13F portfolio, value $3,982,271.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 1,254,423 shares
    Change vs previous 13F +1,125,141 shares

    0.94% of the 13F portfolio, value $3,887,459.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 129,282 shares
    Change vs previous 13F +10,708 shares

    0.93% of the 13F portfolio, value $3,803,491.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 118,574 shares
    Change vs previous 13F -1,893 shares

    0.92% of the 13F portfolio, value $3,422,072.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 120,467 shares
    Change vs previous 13F -3,107 shares

    1.07% of the 13F portfolio, value $3,269,486.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 123,574 shares
    Change vs previous 13F +30,579 shares

    0.91% of the 13F portfolio, value $3,001,605.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 92,995 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,500,623.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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