Skip to content
Disclosery

SWS Partners: IVV position timeline

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

SWS Partners held 54,398 IVV 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 54,398 shares
    Change vs previous 13F -5,768 shares

    8.8% of the 13F portfolio, value $40,737,793.

    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 60,166 shares
    Change vs previous 13F +2,032 shares

    9.69% of the 13F portfolio, value $39,300,783.

    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 58,134 shares
    Change vs previous 13F +773 shares

    9.61% of the 13F portfolio, value $39,818,609.

    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 57,361 shares
    Change vs previous 13F +475 shares

    9.37% of the 13F portfolio, value $38,391,966.

    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 56,886 shares
    Change vs previous 13F +4,002 shares

    9.53% of the 13F portfolio, value $35,320,878.

    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 52,884 shares
    Change vs previous 13F -790 shares

    9.75% of the 13F portfolio, value $29,715,622.

    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 53,674 shares
    Change vs previous 13F +5,939 shares

    9.57% of the 13F portfolio, value $31,596,772.

    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 47,735 shares
    Change vs previous 13F not available

    8.77% of the 13F portfolio, value $27,527,312.

    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).