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Disclosery

SWS Partners: IDUB position timeline

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

SWS Partners held 535,902 IDUB 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 535,902 shares
    Change vs previous 13F -10,223 shares

    3.18% of the 13F portfolio, value $14,729,259.

    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 546,125 shares
    Change vs previous 13F +7,180 shares

    3.32% of the 13F portfolio, value $13,472,899.

    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 538,945 shares
    Change vs previous 13F +13,122 shares

    3.17% of the 13F portfolio, value $13,112,522.

    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 525,823 shares
    Change vs previous 13F +67,776 shares

    3.02% of the 13F portfolio, value $12,383,135.

    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 458,047 shares
    Change vs previous 13F +94,095 shares

    2.75% of the 13F portfolio, value $10,196,146.

    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 363,952 shares
    Change vs previous 13F +63,563 shares

    2.49% of the 13F portfolio, value $7,592,852.

    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 300,389 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $6,034,809.

    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).