Skip to content
Disclosery

Westside Investment Management, Inc.: SWTXX position timeline

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

Westside Investment Management, Inc. held 2,273,772 SWTXX 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 2,273,772 shares
    Change vs previous 13F -138,698 shares

    0.3% of the 13F portfolio, value $2,273,772.

    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 2,412,470 shares
    Change vs previous 13F +458,231 shares

    0.37% of the 13F portfolio, value $2,412,470.

    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 1,954,239 shares
    Change vs previous 13F +648,105 shares

    0.31% of the 13F portfolio, value $1,954,239.

    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 1,306,134 shares
    Change vs previous 13F +444,176 shares

    0.21% of the 13F portfolio, value $1,306,134.

    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).

  5. period ended2025-06-30
    13F 861,958 shares
    Change vs previous 13F +187,696 shares

    0.16% of the 13F portfolio, value $861,958.

    13F-HR 0001538383-25-000005 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).

  6. period ended2025-03-31
    13F 674,262 shares
    Change vs previous 13F -2,520,115 shares

    0.14% of the 13F portfolio, value $674,262.

    13F-HR 0001538383-25-000002 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).

  7. period ended2024-12-31
    13F 3,194,377 shares
    Change vs previous 13F +2,657,306 shares

    0.67% of the 13F portfolio, value $3,194,377.

    13F-HR 0001538383-25-000001 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).

  8. period ended2024-09-30
    13F 537,071 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $537,071.

    13F-HR 0001538383-24-000005 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).