CAPSTONE INVESTMENT ADVISORS, LLC: SWX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPSTONE INVESTMENT ADVISORS, LLC on SWX, newest first. How the timeline and the estimate are built.
CAPSTONE INVESTMENT ADVISORS, LLC held 34,032 SWX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 34,032 sharesChange vs previous 13F +34,032 shares
0.02% of the 13F portfolio, value $3,017,958.
13F-HR 0001426196-26-000004 filed by CAPSTONE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -11,613 shares
13F-HR 0001426196-26-000003 filed by CAPSTONE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 11,613 sharesChange vs previous 13F +6,455 shares
0.01% of the 13F portfolio, value $929,272.
13F-HR 0001426196-26-000001 filed by CAPSTONE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,158 sharesChange vs previous 13F +5,158 shares
<0.01% of the 13F portfolio, value $404,078.
13F-HR 0001426196-25-000006 filed by CAPSTONE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001752724-24-250642 filed by CAPSTONE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.