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SWS Partners: TER position timeline

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

SWS Partners held 12,915 TER 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 12,915 shares
    Change vs previous 13F +345 shares

    1.35% of the 13F portfolio, value $6,248,845.

    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 12,570 shares
    Change vs previous 13F -3,120 shares

    0.92% of the 13F portfolio, value $3,726,422.

    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 15,690 shares
    Change vs previous 13F -176 shares

    0.73% of the 13F portfolio, value $3,037,030.

    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 15,866 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,183,734.

    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).