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Westside Investment Management, Inc.: SWVXX position timeline

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

Westside Investment Management, Inc. held 1,365,347 SWVXX 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 1,365,347 shares
    Change vs previous 13F +271,004 shares

    0.18% of the 13F portfolio, value $1,365,347.

    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 1,094,343 shares
    Change vs previous 13F -2,911,796 shares

    0.17% of the 13F portfolio, value $1,094,343.

    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 4,006,139 shares
    Change vs previous 13F -424,207 shares

    0.64% of the 13F portfolio, value $4,006,139.

    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 4,430,346 shares
    Change vs previous 13F +1,579,120 shares

    0.71% of the 13F portfolio, value $4,430,346.

    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 2,851,226 shares
    Change vs previous 13F +2,327,305 shares

    0.53% of the 13F portfolio, value $2,851,226.

    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 523,921 shares
    Change vs previous 13F -285,789 shares

    0.11% of the 13F portfolio, value $523,921.

    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 809,710 shares
    Change vs previous 13F +373,202 shares

    0.17% of the 13F portfolio, value $809,710.

    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 436,508 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $436,508.

    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).