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Disclosery

SWS Partners: MUB position timeline

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

SWS Partners held 21,195 MUB 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 21,195 shares
    Change vs previous 13F +100 shares

    0.49% of the 13F portfolio, value $2,281,054.

    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 21,095 shares
    Change vs previous 13F -189,183 shares

    0.55% of the 13F portfolio, value $2,239,183.

    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 210,278 shares
    Change vs previous 13F +189,383 shares

    0.54% of the 13F portfolio, value $2,252,277.

    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 20,895 shares
    Change vs previous 13F +99 shares

    0.54% of the 13F portfolio, value $2,225,088.

    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 20,796 shares
    Change vs previous 13F +73 shares

    0.59% of the 13F portfolio, value $2,172,868.

    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 20,723 shares
    Change vs previous 13F -5,487 shares

    0.72% of the 13F portfolio, value $2,185,037.

    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 26,210 shares
    Change vs previous 13F -508 shares

    0.85% of the 13F portfolio, value $2,792,648.

    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 26,718 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,902,288.

    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).