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WELLINGTON MANAGEMENT GROUP LLP: SWX position timeline

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

WELLINGTON MANAGEMENT GROUP LLP held 271,519 SWX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,519 shares
    Change vs previous 13F +43,714 shares

    <0.01% of the 13F portfolio, value $24,078,305.

    13F-HR 0000902219-26-000311 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 227,805 shares
    Change vs previous 13F +35,355 shares

    <0.01% of the 13F portfolio, value $19,796,254.

    13F-HR 0000902219-26-000209 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 192,450 shares
    Change vs previous 13F -14,345 shares

    <0.01% of the 13F portfolio, value $15,399,850.

    13F-HR 0000902219-26-000103 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 206,795 shares
    Change vs previous 13F +206,795 shares

    <0.01% of the 13F portfolio, value $16,200,321.

    13F-HR 0000902219-25-000462 filed by WELLINGTON MANAGEMENT GROUP LLP
    Filed (acceptance time not in the bulk data set), ingested

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

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

    13F-HR 0000902219-24-000498 filed by WELLINGTON MANAGEMENT GROUP LLP
    Filed (acceptance time not in the bulk data set), ingested

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

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