Skip to content
Disclosery

SWS Partners: HZO position timeline

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

SWS Partners held 29,957 HZO 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 29,957 shares
    Change vs previous 13F +740 shares

    0.24% of the 13F portfolio, value $1,097,025.

    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 29,217 shares
    Change vs previous 13F +825 shares

    0.2% of the 13F portfolio, value $790,612.

    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 28,392 shares
    Change vs previous 13F +5,423 shares

    0.17% of the 13F portfolio, value $687,938.

    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 22,969 shares
    Change vs previous 13F +795 shares

    0.14% of the 13F portfolio, value $581,805.

    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 22,174 shares
    Change vs previous 13F +931 shares

    0.15% of the 13F portfolio, value $557,454.

    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 21,243 shares
    Change vs previous 13F +691 shares

    0.15% of the 13F portfolio, value $456,724.

    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 20,552 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $594,980.

    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).