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Disclosery

SWS Partners: PFFD position timeline

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

SWS Partners held 278,848 PFFD 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 278,848 shares
    Change vs previous 13F -35,703 shares

    1.13% of the 13F portfolio, value $5,211,668.

    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 314,551 shares
    Change vs previous 13F +13,473 shares

    1.43% of the 13F portfolio, value $5,787,744.

    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 301,078 shares
    Change vs previous 13F +7,401 shares

    1.38% of the 13F portfolio, value $5,723,440.

    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 293,677 shares
    Change vs previous 13F +28,263 shares

    1.39% of the 13F portfolio, value $5,706,150.

    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 265,414 shares
    Change vs previous 13F +16,204 shares

    1.35% of the 13F portfolio, value $4,997,747.

    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 249,210 shares
    Change vs previous 13F +24,174 shares

    1.56% of the 13F portfolio, value $4,744,961.

    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 225,036 shares
    Change vs previous 13F +44,903 shares

    1.34% of the 13F portfolio, value $4,413,410.

    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 180,133 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,743,160.

    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).