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Hughes Financial Services, LLC: SWX position timeline

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

Hughes Financial Services, LLC held 161 SWX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $14,277.

    13F-HR 0002054465-26-000003 filed by Hughes Financial Services, 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 160 shares
    Change vs previous 13F 0 shares

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

    13F-HR 0002054465-26-000002 filed by Hughes Financial Services, 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 160 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,803.

    13F-HR 0002054465-26-000001 filed by Hughes Financial Services, 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 160 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,675.

    13F-HR 0002054465-25-000005 filed by Hughes Financial Services, 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 160 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $12,515.

    13F-HR 0002054465-25-000004 filed by Hughes Financial Services, 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 167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,011.

    13F-HR 0002054465-25-000002 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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