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Disclosery

SWS Partners: SPIB position timeline

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

SWS Partners held 16,140 SPIB 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 16,140 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $540,045.

    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 16,137 shares
    Change vs previous 13F +1,127 shares

    0.13% of the 13F portfolio, value $541,240.

    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 15,010 shares
    Change vs previous 13F -757 shares

    0.12% of the 13F portfolio, value $507,486.

    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 15,767 shares
    Change vs previous 13F -776 shares

    0.13% of the 13F portfolio, value $534,328.

    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 16,543 shares
    Change vs previous 13F -135 shares

    0.15% of the 13F portfolio, value $555,541.

    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 16,678 shares
    Change vs previous 13F -9,627 shares

    0.18% of the 13F portfolio, value $554,386.

    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 26,305 shares
    Change vs previous 13F -90,279 shares

    0.26% of the 13F portfolio, value $861,767.

    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 116,584 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,930,744.

    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).