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Disclosery

SWS Partners: IDV position timeline

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

SWS Partners held 10,794 IDV 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 10,794 shares
    Change vs previous 13F +75 shares

    0.1% of the 13F portfolio, value $447,192.

    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 10,719 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $456,212.

    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 10,705 shares
    Change vs previous 13F -168 shares

    0.1% of the 13F portfolio, value $422,329.

    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 10,873 shares
    Change vs previous 13F +30 shares

    0.1% of the 13F portfolio, value $397,398.

    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 10,843 shares
    Change vs previous 13F +63 shares

    0.1% of the 13F portfolio, value $374,207.

    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 10,780 shares
    Change vs previous 13F -999 shares

    0.11% of the 13F portfolio, value $334,395.

    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 11,779 shares
    Change vs previous 13F -342 shares

    0.1% of the 13F portfolio, value $322,509.

    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 12,121 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $366,417.

    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).