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Farther Finance Advisors, LLC: SWX position timeline

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

Farther Finance Advisors, LLC held 3,244 SWX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,244 shares
    Change vs previous 13F -264 shares

    <0.01% of the 13F portfolio, value $264,516.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,508 shares
    Change vs previous 13F -555 shares

    <0.01% of the 13F portfolio, value $311,154.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 4,063 shares
    Change vs previous 13F +178 shares

    <0.01% of the 13F portfolio, value $355,553.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 3,885 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $310,878.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 4,058 shares
    Change vs previous 13F -1,094 shares

    <0.01% of the 13F portfolio, value $317,904.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 5,152 shares
    Change vs previous 13F +4,690 shares

    0.01% of the 13F portfolio, value $383,227.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 462 shares
    Change vs previous 13F +422 shares

    <0.01% of the 13F portfolio, value $33,227.

    13F-HR 0001992825-25-000004 filed by Farther Finance 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 ended2024-12-31
    13F 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,828.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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