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Disclosery

Aventail Capital Group, LP: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aventail Capital Group, LP on SWX, newest first. How the timeline and the estimate are built.

Aventail Capital Group, LP held 247,816 SWX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,816 shares
    Change vs previous 13F +189,912 shares

    1.26% of the 13F portfolio, value $21,976,323.

    13F-HR 0001420506-26-001817 filed by Aventail Capital Group, LP
    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 57,904 shares
    Change vs previous 13F +8,453 shares

    0.24% of the 13F portfolio, value $5,031,858.

    13F-HR 0001420506-26-001162 filed by Aventail Capital Group, LP
    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 49,451 shares
    Change vs previous 13F -12,661 shares

    0.23% of the 13F portfolio, value $3,957,069.

    13F-HR 0001420506-26-000562 filed by Aventail Capital Group, LP
    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 62,112 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,865,854.

    13F-HR 0001420506-25-003409 filed by Aventail Capital Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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