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Disclosery

LPL Financial LLC: SWX position timeline

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

LPL Financial LLC held 37,997 SWX 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 37,997 shares
    Change vs previous 13F +18,078 shares

    <0.01% of the 13F portfolio, value $3,369,583.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 19,919 shares
    Change vs previous 13F +5,419 shares

    <0.01% of the 13F portfolio, value $1,730,943.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 14,500 shares
    Change vs previous 13F +159 shares

    <0.01% of the 13F portfolio, value $1,160,288.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 14,341 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $1,123,448.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 14,403 shares
    Change vs previous 13F +1,328 shares

    <0.01% of the 13F portfolio, value $1,071,412.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 13,075 shares
    Change vs previous 13F +717 shares

    <0.01% of the 13F portfolio, value $938,810.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 12,358 shares
    Change vs previous 13F +2,541 shares

    <0.01% of the 13F portfolio, value $873,847.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 9,817 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $724,100.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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