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Livermore
Livermore
ZHEN

LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

SWX holding history

Southwest Gas Holdings, Inc. in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWX overviewAll 13F holders of SWXFull Q2 2026 holdings

Shares (Q2 2026)
37,997
Value
$3.37M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SWX by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,997$3.37M<0.1%+18,078+90.8%AddedHolders
Q1 202619,919$1.73M<0.1%+5,419+37.4%AddedHolders
Q4 202514,500$1.16M<0.1%+159+1.1%AddedHolders
Q3 202514,341$1.12M<0.1%−62−0.4%ReducedHolders
Q2 202514,403$1.07M<0.1%+1,328+10.2%AddedHolders
Q1 202513,075$938.8K<0.1%+717+5.8%AddedHolders
Q4 202412,358$873.8K<0.1%+2,541+25.9%AddedHolders
Q3 20249,817$724.1K<0.1%+1,111+12.8%AddedHolders
Q2 20248,706$612.7K<0.1%+174+2.0%AddedHolders
Q1 20248,532$649.5K<0.1%−1,274−13.0%ReducedHolders
Q4 20239,806$621.2K<0.1%−2,868−22.6%ReducedHolders
Q3 202312,674$765.7K<0.1%+355+2.9%AddedHolders
Q2 202312,319$784.1K<0.1%+871+7.6%AddedHolders
Q1 202311,448$715.0K<0.1%−2,643−18.8%ReducedHolders
Q4 202214,091$872.0K<0.1%−2,273−13.9%ReducedHolders
Q3 202216,364$1.14M<0.1%+3,278+25.0%AddedHolders
Q2 202213,086$1.14M<0.1%+13,086NewHolders
Q4 20210$00.0%−3,778−100.0%Sold outHolders
Q3 20213,778$253.0K<0.1%+47+1.3%AddedHolders
Q2 20213,731$247.0K<0.1%+311+9.1%AddedHolders
Q1 20213,420$235.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.