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SWS Partners: SW position timeline

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

SWS Partners held 67,934 SW 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 67,934 shares
    Change vs previous 13F -1,264 shares

    0.68% of the 13F portfolio, value $3,142,621.

    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 69,198 shares
    Change vs previous 13F +7,386 shares

    0.68% of the 13F portfolio, value $2,757,538.

    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 61,812 shares
    Change vs previous 13F -5,127 shares

    0.58% of the 13F portfolio, value $2,390,255.

    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 66,939 shares
    Change vs previous 13F +3,054 shares

    0.7% of the 13F portfolio, value $2,849,610.

    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 63,885 shares
    Change vs previous 13F -1,115 shares

    0.74% of the 13F portfolio, value $2,756,654.

    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 65,000 shares
    Change vs previous 13F +1,492 shares

    0.96% of the 13F portfolio, value $2,928,917.

    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 63,508 shares
    Change vs previous 13F -1,217 shares

    1.04% of the 13F portfolio, value $3,420,562.

    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 64,725 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,198,679.

    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).