Position in SWIM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$141,136
New position
Shares Held
21,814
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#82
of 134 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Plancorp, LLC holds $459,407 across 2 Building Products & Equipment names. SWIM ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
648 | $318,271 | |
| 2 | SWIM |
Latham Group, Inc.
This page
|
21,814 | $141,136 |
All Filings in SWIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,136 | 21,814 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||