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Disclosery

MARTINGALE ASSET MANAGEMENT L P: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARTINGALE ASSET MANAGEMENT L P on SWX, newest first. How the timeline and the estimate are built.

MARTINGALE ASSET MANAGEMENT L P held 49,134 SWX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,134 shares
    Change vs previous 13F +4,500 shares

    0.1% of the 13F portfolio, value $4,357,204.

    13F-HR 0000936944-26-000006 filed by MARTINGALE ASSET MANAGEMENT L P
    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 44,634 shares
    Change vs previous 13F +8,141 shares

    0.1% of the 13F portfolio, value $3,878,695.

    13F-HR 0000936944-26-000003 filed by MARTINGALE ASSET MANAGEMENT L P
    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 36,493 shares
    Change vs previous 13F +36,493 shares

    0.07% of the 13F portfolio, value $2,920,171.

    13F-HR 0000936944-26-000002 filed by MARTINGALE ASSET MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0000936944-24-000007 filed by MARTINGALE ASSET MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.