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Disclosery

D.A. DAVIDSON & CO.: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on SWX, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 17,641 SWX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,641 shares
    Change vs previous 13F -355 shares

    0.01% of the 13F portfolio, value $1,564,483.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 17,996 shares
    Change vs previous 13F +2,300 shares

    0.01% of the 13F portfolio, value $1,563,929.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 15,696 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $1,256,065.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 15,646 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,225,777.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 15,646 shares
    Change vs previous 13F -120 shares

    0.01% of the 13F portfolio, value $1,163,972.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 15,766 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,132,062.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 15,766 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $1,114,877.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 15,591 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,150,058.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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