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Westside Investment Management, Inc.: SWOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westside Investment Management, Inc. on SWOXX, newest first. How the timeline and the estimate are built.

Westside Investment Management, Inc. held 6,974,857 SWOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,974,857 shares
    Change vs previous 13F +1,525,000 shares

    0.92% of the 13F portfolio, value $6,974,857.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 5,449,857 shares
    Change vs previous 13F -2,540,000 shares

    0.84% of the 13F portfolio, value $5,449,857.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    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 7,989,857 shares
    Change vs previous 13F +19 shares

    1.28% of the 13F portfolio, value $7,989,857.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    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 7,989,838 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $7,989,838.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).