Moody Aldrich Partners LLC: SWX position timeline

Moody Aldrich Partners LLC held 66,299 SWX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 66,299 shares

   Change vs previous 13F -17,703 shares

   1.06% of the 13F portfolio, value $5,879,395.

   13F-HR 0000936941-26-000005 filed by Moody Aldrich Partners LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 84,002 shares

   Change vs previous 13F +9,135 shares

   1.32% of the 13F portfolio, value $7,299,774.

   13F-HR 0000936941-26-000003 filed by Moody Aldrich Partners LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 74,867 shares

   Change vs previous 13F -3,528 shares

   1.12% of the 13F portfolio, value $5,990,857.

   13F-HR 0000936941-26-000002 filed by Moody Aldrich Partners LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 78,395 shares

   Change vs previous 13F -15,533 shares

   1.16% of the 13F portfolio, value $6,141,464.

   13F-HR 0000936941-25-000013 filed by Moody Aldrich Partners LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 93,928 shares

   Change vs previous 13F -34,245 shares

   1.35% of the 13F portfolio, value $6,987,304.

   13F-HR 0001085146-25-004478 filed by Moody Aldrich Partners LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 128,173 shares

   Change vs previous 13F -2,698 shares

   1.93% of the 13F portfolio, value $9,202,821.

   13F-HR 0001085146-25-002404 filed by Moody Aldrich Partners LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 130,871 shares

   Change vs previous 13F -3,702 shares

   1.71% of the 13F portfolio, value $9,253,888.

   13F-HR 0001085146-25-000418 filed by Moody Aldrich Partners LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 134,573 shares

   Change vs previous 13F not available

   1.81% of the 13F portfolio, value $9,926,104.

   13F-HR 0001085146-24-005046 filed by Moody Aldrich Partners LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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