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ALGERT GLOBAL LLC: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALGERT GLOBAL LLC on SWX, newest first. How the timeline and the estimate are built.

ALGERT GLOBAL LLC held 334,640 SWX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 334,640 shares
    Change vs previous 13F +124,069 shares

    0.35% of the 13F portfolio, value $29,675,875.

    13F-HR 0001275218-26-000017 filed by ALGERT GLOBAL LLC
    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/A 210,571 shares
    Change vs previous 13F +148,990 shares

    0.28% of the 13F portfolio, value $18,298,620.

    13F-HR/A 0001275218-26-000016 filed by ALGERT GLOBAL LLC
    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/A 61,581 shares
    Change vs previous 13F -39,500 shares

    0.08% of the 13F portfolio, value $4,927,712.

    13F-HR/A 0001275218-26-000015 filed by ALGERT GLOBAL LLC
    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/A 101,081 shares
    Change vs previous 13F -79,091 shares

    0.13% of the 13F portfolio, value $7,918,686.

    13F-HR/A 0001275218-26-000014 filed by ALGERT GLOBAL LLC
    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/A 180,172 shares
    Change vs previous 13F +174,971 shares

    0.28% of the 13F portfolio, value $13,402,995.

    13F-HR/A 0001275218-26-000013 filed by ALGERT GLOBAL LLC
    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 5,201 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $373,432.

    13F-HR/A 0001275218-26-000012 filed by ALGERT GLOBAL LLC
    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/A 5,201 shares
    Change vs previous 13F +5,201 shares

    0.01% of the 13F portfolio, value $367,763.

    13F-HR/A 0001275218-26-000011 filed by ALGERT GLOBAL LLC
    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/A 0 shares
    Change vs previous 13F not available

    13F-HR/A 0001275218-26-000010 filed by ALGERT GLOBAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.