CoreCap Advisors’s Latham Group SWIM Stock Holding History

CoreCap Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.23K	Hold	1,000	–	–	﹤0.01%	2217
2026 Q2	$6.47K	Hold	1,000	–	–	﹤0.01%	2217
2026 Q1	$5.37K	Hold	1,000	–	–	﹤0.01%	2156
2025 Q4	$6.35K	Hold	1,000	–	–	﹤0.01%	2111
2025 Q3	$7.61K	Hold	1,000	–	–	﹤0.01%	2052
2025 Q2	$6.38K	Hold	1,000	–	–	﹤0.01%	2044
2025 Q1	$6.43K	Hold	1,000	–	–	﹤0.01%	2006
2024 Q4	$6.96K	Hold	1,000	–	–	﹤0.01%	1899
2024 Q3	$6.8K	Hold	1,000	–	–	﹤0.01%	1896
2024 Q2	$3.03K	Hold	1,000	–	–	﹤0.01%	1246
2024 Q1	$3.96K	Buy	+1,000	New	+$2.85K	﹤0.01%	1967

Other funds holding SWIM

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CoreCap Advisors's SWIM Position: Q3 2026 in Review

CoreCap Advisors held its Latham Group (SWIM) position steady in Q3 2026 at 1,000 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

CoreCap Advisors first reported a position in SWIM in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.61K in Q3 2025. 5 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

CoreCap Advisors held 1,000 shares of Latham Group worth $6.23K as of Q3 2026.
CoreCap Advisors left its Latham Group share count unchanged in Q3 2026.
Latham Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2217 holding.
CoreCap Advisors first reported a position in Latham Group in Q1 2024 and has held it in 11 quarters since.
CoreCap Advisors's Latham Group position peaked at $7.61K in Q3 2025.
5 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.