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Disclosery

FIRST TRUST ADVISORS LP: SWBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on SWBI, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 168,908 SWBI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,908 shares
    Change vs previous 13F +27,126 shares

    <0.01% of the 13F portfolio, value $2,540,376.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 141,782 shares
    Change vs previous 13F +1,299 shares

    <0.01% of the 13F portfolio, value $2,031,736.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 140,483 shares
    Change vs previous 13F +3,471 shares

    <0.01% of the 13F portfolio, value $1,386,567.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 137,012 shares
    Change vs previous 13F -5,247 shares

    <0.01% of the 13F portfolio, value $1,346,827.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 142,259 shares
    Change vs previous 13F +5,315 shares

    <0.01% of the 13F portfolio, value $1,234,808.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 136,944 shares
    Change vs previous 13F -8,973 shares

    <0.01% of the 13F portfolio, value $1,276,318.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 145,917 shares
    Change vs previous 13F -16,004 shares

    <0.01% of the 13F portfolio, value $1,474,491.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 161,921 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,101,734.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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