SWIM — LATHAM GROUP INC

Ownership history in True Wealth Design, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in LATHAM GROUP INC (SWIM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2 -19 -90.5% 0.00% $16 $7.61
2025 Q1 ADDED 21 +8 +61.5% 0.00% $136 $6.43
2024 Q4 INITIATED 13 — — 0.00% $91 $6.96
% of Fund (quarterly)    SWIM price (monthly, adj. close)

Other funds also holding SWIM

As of 2025 Q4 — sorted by position size

FORMULA GROWTH LTD 3Y 7Y 2.95% Ewing Morris & Co. Investment Partners Ltd. 3Y 2.36% Roubaix Capital, LLC 3Y 1.85% Advantage Alpha Capital Partners LP 3Y 1.13% Onex Canada Asset Management Inc. 3Y 7Y 1.01% AdviceOne Advisory Services, LLC 0.69% AYAL Capital Advisors Ltd 0.66% Voss Capital, LP 3Y 0.5% CenterBook Partners LP 3Y 0.39% ELCO Management Co., LLC 3Y 7Y 0.29%
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