SWIM β€” LATHAM GROUP INC

Ownership history in Arax Advisory Partners  Β·  8 quarters on record

AI Ownership Summary

Arax Advisory Partners reported LATHAM GROUP INC (SWIM) in 8 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows SWIM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arax Advisory Partners's position in LATHAM GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SWIM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arax Advisory Partners held SWIM β€” position size vs. price
% of Fund (quarterly)    SWIM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 965 +858 +801.9% 0.00% $7K 2025-11-14 $6.50
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SWIM

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0% CoreCap Advisors, LLC 3Y 0.0% GAMMA Investing LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Arax Advisory Partners and SWIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arax Advisory Partners reported owning SWIM?

Arax Advisory Partners reported SWIM across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported SWIM position in Arax Advisory Partners's portfolio?

The largest reported portfolio weight for SWIM was 0.00% in 2025 Q3.

What is the latest reported SWIM position on this page?

The most recent filing on this page is 2025 Q3, when Arax Advisory Partners reported 965 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this SWIM ownership page compare?

The chart compares Arax Advisory Partners's quarterly SWIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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