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Disclosery

SWS Partners: XYZ position timeline

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

SWS Partners held 89,958 XYZ 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 89,958 shares
    Change vs previous 13F +2,290 shares

    1.48% of the 13F portfolio, value $6,836,783.

    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 87,668 shares
    Change vs previous 13F +13,421 shares

    1.3% of the 13F portfolio, value $5,275,888.

    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 74,247 shares
    Change vs previous 13F +30,515 shares

    1.17% of the 13F portfolio, value $4,832,766.

    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 43,732 shares
    Change vs previous 13F +673 shares

    0.77% of the 13F portfolio, value $3,160,541.

    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 43,059 shares
    Change vs previous 13F +1,208 shares

    0.79% of the 13F portfolio, value $2,925,060.

    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 41,851 shares
    Change vs previous 13F +8,530 shares

    0.75% of the 13F portfolio, value $2,273,803.

    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 33,321 shares
    Change vs previous 13F -7,675 shares

    0.86% of the 13F portfolio, value $2,831,952.

    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 40,996 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,752,061.

    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).