Skip to content
Disclosery

JACOBS LEVY EQUITY MANAGEMENT, INC: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACOBS LEVY EQUITY MANAGEMENT, INC on SWX, newest first. How the timeline and the estimate are built.

JACOBS LEVY EQUITY MANAGEMENT, INC held 584,747 SWX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 584,747 shares
    Change vs previous 13F +312,886 shares

    0.19% of the 13F portfolio, value $51,855,364.

    13F-HR 0000884414-26-000003 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    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 271,861 shares
    Change vs previous 13F +183,167 shares

    0.1% of the 13F portfolio, value $23,624,721.

    13F-HR 0000884414-26-000002 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    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 88,694 shares
    Change vs previous 13F -4,683 shares

    0.03% of the 13F portfolio, value $7,097,294.

    13F-HR 0000884414-26-000001 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    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 93,377 shares
    Change vs previous 13F +2,913 shares

    0.03% of the 13F portfolio, value $7,315,154.

    13F-HR 0000884414-25-000005 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    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 90,464 shares
    Change vs previous 13F -45,662 shares

    0.03% of the 13F portfolio, value $6,729,617.

    13F-HR 0001085146-25-005239 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    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 136,126 shares
    Change vs previous 13F -11,592 shares

    0.04% of the 13F portfolio, value $9,773,847.

    13F-HR 0001085146-25-003292 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    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 147,718 shares
    Change vs previous 13F +64,412 shares

    0.04% of the 13F portfolio, value $10,445,140.

    13F-HR 0001085146-25-001642 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    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 83,306 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,144,651.

    13F-HR 0001085146-24-005904 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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