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Disclosery

DAVENPORT & Co LLC: SW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on SW, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 63,542 SW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,542 shares
    Change vs previous 13F +907 shares

    0.01% of the 13F portfolio, value $2,939,446.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 62,635 shares
    Change vs previous 13F +2,681 shares

    0.01% of the 13F portfolio, value $2,496,017.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 59,954 shares
    Change vs previous 13F +2,830 shares

    0.01% of the 13F portfolio, value $2,318,407.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 57,124 shares
    Change vs previous 13F -974 shares

    0.01% of the 13F portfolio, value $2,431,786.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 58,098 shares
    Change vs previous 13F +1,236 shares

    0.01% of the 13F portfolio, value $2,506,921.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 56,862 shares
    Change vs previous 13F +964 shares

    0.02% of the 13F portfolio, value $2,562,186.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 55,898 shares
    Change vs previous 13F +299 shares

    0.02% of the 13F portfolio, value $3,010,686.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 55,599 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,747,708.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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