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RITHOLTZ WEALTH MANAGEMENT: SWX position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 2,588 SWX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,588 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,504.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).