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Disclosery

Sterling Capital Management LLC: SWX position timeline

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

Sterling Capital Management LLC held 72,134 SWX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,134 shares
    Change vs previous 13F -2,907 shares

    0.11% of the 13F portfolio, value $6,396,843.

    13F-HR 0001398344-26-012836 filed by Sterling Capital Management 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 75,041 shares
    Change vs previous 13F -3,335 shares

    0.12% of the 13F portfolio, value $6,521,063.

    13F-HR 0001398344-26-006811 filed by Sterling Capital Management 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 78,376 shares
    Change vs previous 13F -8,499 shares

    0.1% of the 13F portfolio, value $6,271,648.

    13F-HR 0001398344-26-003032 filed by Sterling Capital Management 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 86,875 shares
    Change vs previous 13F +2,865 shares

    0.1% of the 13F portfolio, value $6,805,787.

    13F-HR 0001398344-25-020719 filed by Sterling Capital Management 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/A 84,010 shares
    Change vs previous 13F +7,198 shares

    0.09% of the 13F portfolio, value $6,249,504.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital Management 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 76,812 shares
    Change vs previous 13F -2,380 shares

    0.09% of the 13F portfolio, value $5,515,102.

    13F-HR 0001398344-25-009257 filed by Sterling Capital Management 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 79,192 shares
    Change vs previous 13F +1,007 shares

    0.08% of the 13F portfolio, value $5,599,666.

    13F-HR 0001398344-25-002700 filed by Sterling Capital Management 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 78,185 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,766,926.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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