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EMERALD ADVISERS, LLC: SWIM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EMERALD ADVISERS, LLC on SWIM, newest first. How the timeline and the estimate are built.

EMERALD ADVISERS, LLC held 435,236 SWIM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 435,236 shares
    Change vs previous 13F -1,214,113 shares

    0.04% of the 13F portfolio, value $2,815,977.

    13F-HR 0001104659-26-090961 filed by EMERALD MUTUAL FUND ADVISERS TRUST
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 83,582 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 351,654 shares

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

  2. period ended2026-03-31
    13F 1,649,349 shares
    Change vs previous 13F +1,649,349 shares

    0.17% of the 13F portfolio, value $8,857,004.

    13F-HR 0001104659-26-054901 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 1,006,795 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 642,554 shares

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

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

    13F-HR 0001104659-24-112224 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 0 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 0 shares

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

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