True Wealth Design’s Latham Group SWIM Stock Holding History

True Wealth Design’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	$125	Buy	+20	New	+$129	﹤0.01%	2416
2025 Q4	–	Sell	-2	Closed	-$16	–	2803
2025 Q3	$16	Buy	+2	New	+$15	﹤0.01%	2671
2025 Q2	–	Sell	-21	Closed	-$136	–	2814
2025 Q1	$136	Buy	21 +8	+62%	+$54	﹤0.01%	2098
2024 Q4	$91	Buy	+13	New	+$87	﹤0.01%	1284

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

True Wealth Design's SWIM Position: Q3 2026 in Review

True Wealth Design opened a new position in Latham Group (SWIM) in Q3 2026: 20 shares worth $125. The stake represents ﹤0.01% of the portfolio and ranks #2416 among its holdings. This is a return to the name: True Wealth Design previously reported a position in SWIM as recently as Q3 2025.

True Wealth Design first reported a position in SWIM in Q4 2024 and has held it in 4 quarters since. The position peaked at $136 in Q1 2025. 6 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

True Wealth Design held 20 shares of Latham Group worth $125 as of Q3 2026.
Latham Group was a new True Wealth Design position in Q3 2026.
Latham Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2416 holding.
True Wealth Design first reported a position in Latham Group in Q4 2024 and has held it in 4 quarters since.
True Wealth Design's Latham Group position peaked at $136 in Q1 2025.
6 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.