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Gitterman Wealth Management, LLC: SWIM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gitterman Wealth Management, LLC on SWIM, newest first. How the timeline and the estimate are built.

Gitterman Wealth Management, LLC held 72,789 SWIM shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 72,789 shares
    Change vs previous 13F +41,784 shares

    0.13% of the 13F portfolio, value $553,927.

    13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 31,005 shares
    Change vs previous 13F +992 shares

    0.05% of the 13F portfolio, value $197,810.

    13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 30,013 shares
    Change vs previous 13F +1,112 shares

    0.05% of the 13F portfolio, value $192,983.

    13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 28,901 shares
    Change vs previous 13F -4,601 shares

    0.08% of the 13F portfolio, value $201,153.

    13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 33,502 shares
    Change vs previous 13F +670 shares

    0.09% of the 13F portfolio, value $227,811.

    13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 32,832 shares
    Change vs previous 13F +292 shares

    0.04% of the 13F portfolio, value $99,481.

    13F-HR 0001172661-24-003220 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 32,540 shares
    Change vs previous 13F +8,441 shares

    0.05% of the 13F portfolio, value $128,860.

    13F-HR 0001172661-24-002066 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 24,099 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $63,379.

    13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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