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Disclosery

SWS Partners: MBB position timeline

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

SWS Partners held 8,470 MBB 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 8,470 shares
    Change vs previous 13F +3 shares

    0.17% of the 13F portfolio, value $800,549.

    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 8,467 shares
    Change vs previous 13F +429 shares

    0.2% of the 13F portfolio, value $803,961.

    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 8,038 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $765,344.

    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 8,034 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $764,477.

    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 8,027 shares
    Change vs previous 13F -316 shares

    0.2% of the 13F portfolio, value $753,728.

    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 8,343 shares
    Change vs previous 13F -965 shares

    0.26% of the 13F portfolio, value $782,469.

    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 9,308 shares
    Change vs previous 13F -185 shares

    0.26% of the 13F portfolio, value $853,357.

    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 9,493 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $911,135.

    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).