Essential Partners’s Latham Group SWIM Stock Holding History

Essential Partners’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	$150	Buy	+24	New	+$155	﹤0.01%	2646
2026 Q1	–	Sell	-475	Closed	-$3.02K	–	2987
2025 Q4	$3.02K	Sell	475 -377	-44%	-$2.64K	﹤0.01%	1641
2025 Q3	$6.48K	Buy	+852	New	+$6.27K	﹤0.01%	1327

Other funds holding SWIM

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

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

Essential Partners's SWIM Position: Q3 2026 in Review

Essential Partners opened a new position in Latham Group (SWIM) in Q3 2026: 24 shares worth $150. The stake represents ﹤0.01% of the portfolio and ranks #2646 among its holdings. This is a return to the name: Essential Partners previously reported a position in SWIM as recently as Q4 2025.

Essential Partners first reported a position in SWIM in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.48K in Q3 2025. 7 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

Essential Partners held 24 shares of Latham Group worth $150 as of Q3 2026.
Latham Group was a new Essential Partners position in Q3 2026.
Latham Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2646 holding.
Essential Partners first reported a position in Latham Group in Q3 2025 and has held it in 3 quarters since.
Essential Partners's Latham Group position peaked at $6.48K in Q3 2025.
7 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.