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DUMONT & BLAKE INVESTMENT ADVISORS LLC: SWMCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DUMONT & BLAKE INVESTMENT ADVISORS LLC on SWMCX, newest first. How the timeline and the estimate are built.

DUMONT & BLAKE INVESTMENT ADVISORS LLC held 55,524 SWMCX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,524 shares
    Change vs previous 13F +1,955 shares

    0.21% of the 13F portfolio, value $921,135.

    13F-HR 0001287618-26-000003 filed by DUMONT & BLAKE INVESTMENT ADVISORS 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 53,569 shares
    Change vs previous 13F +2,298 shares

    0.2% of the 13F portfolio, value $780,507.

    13F-HR 0001287618-26-000002 filed by DUMONT & BLAKE INVESTMENT ADVISORS 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 51,271 shares
    Change vs previous 13F +1,679 shares

    0.18% of the 13F portfolio, value $738,000.

    13F-HR 0001287618-26-000001 filed by DUMONT & BLAKE INVESTMENT ADVISORS 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 49,592 shares
    Change vs previous 13F +39,823 shares

    0.18% of the 13F portfolio, value $727,514.

    13F-HR 0001287618-25-000009 filed by DUMONT & BLAKE INVESTMENT ADVISORS 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 9,769 shares
    Change vs previous 13F +154 shares

    0.18% of the 13F portfolio, value $680,114.

    13F-HR 0001287618-25-000004 filed by DUMONT & BLAKE INVESTMENT ADVISORS 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 9,615 shares
    Change vs previous 13F +403 shares

    0.17% of the 13F portfolio, value $616,980.

    13F-HR 0001287618-25-000002 filed by DUMONT & BLAKE INVESTMENT ADVISORS 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 9,212 shares
    Change vs previous 13F +149 shares

    0.16% of the 13F portfolio, value $612,065.

    13F-HR 0001287618-25-000001 filed by DUMONT & BLAKE INVESTMENT ADVISORS 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 9,063 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $613,502.

    13F-HR 0001287618-24-000006 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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