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Farther Finance Advisors’s Latham Group SWIM Stock Holding History

Farther Finance 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 		$947 Sell
152
-253
-62% -$1.63K ﹤0.01% 5602
2026
Q2 		$2.62K Sell
405
-3,238
-89% -$18.2K ﹤0.01% 5072
2026
Q1 		$19.5K Sell
3,643
-473
-11% -$3.01K ﹤0.01% 3680
2025
Q4 		$26.1K Buy
4,116
+469
+13% +$3.28K ﹤0.01% 3255
2025
Q3 		$27.8K Buy
+3,647
New +$26.8K ﹤0.01% 2817
2024
Q1 		– Sell
-1
Closed -$3 – 3732
2023
Q4 		$3 Buy
+1
New +$2 ﹤0.01% 3539

Other funds holding SWIM

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's SWIM Position: Q3 2026 in Review

Farther Finance Advisors reduced its Latham Group (SWIM) stake by 62% in Q3 2026, selling an estimated $1.63K and leaving 152 shares worth $947. The position accounts for ﹤0.01% of the portfolio, ranked #5602.

Farther Finance Advisors first reported a position in SWIM in Q4 2023 and has held it in 6 quarters since. The position peaked at $27.8K in Q3 2025. 7 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

  • Farther Finance Advisors held 152 shares of Latham Group worth $947 as of Q3 2026.
  • Farther Finance Advisors sold 253 Latham Group shares in Q3 2026, an estimated $1.63K.
  • Latham Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5602 holding.
  • Farther Finance Advisors first reported a position in Latham Group in Q4 2023 and has held it in 6 quarters since.
  • Farther Finance Advisors's Latham Group position peaked at $27.8K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

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