STOCK TITAN

Latham Group: Wellington reports 10.23% passive stake

The securities are owned of record by clients of Wellington investment advisers, while the reporting entities list shared voting power over 9,955,872 shares.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Latham Group, Inc. (SWIM) is the issuer. Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP and Wellington Management Company LLP reported beneficial ownership of 12,030,278 common shares as of September 30, 2026. The entities’ cover pages list shared voting power over 9,955,872 shares. Item 4 gives 10.23% of the class; the cover pages list 10.2% for the first three entities and 9.7% for Wellington Management Company LLP.

Shared dispositive power is listed as 12,030,278 shares for the first three entities and 11,373,680 shares for Wellington Management Company LLP. The securities are owned of record by clients of the Wellington Investment Advisers. No client is known to have the right or power to receive or direct dividends or sale proceeds for more than 5% of the class.

Beneficial ownership 12,030,278 shares Reported for the four Wellington entities
Shared voting power 9,955,872 shares Listed on each of the four cover pages
Percent of class 10.23% Item 4
Cover-page ownership percentage 10.2% Listed for Wellington Management Group LLP, Wellington Group Holdings LLP and Wellington Investment Advisors Holdings LLP
Cover-page ownership percentage 9.7% Listed for Wellington Management Company LLP
Shared dispositive power 12,030,278 shares Listed for the first three Wellington reporting entities
Shared dispositive power 11,373,680 shares Listed for Wellington Management Company LLP
beneficially owned regulatory
"Amount beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared Voting Power regulatory
"Shared Voting Power 9,955,872.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
Shared Dispositive Power regulatory
"Shared Dispositive Power 12,030,278.00"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many Latham Group (SWIM) shares did the Wellington entities report owning?

The four Wellington reporting entities reported beneficial ownership of 12,030,278 shares. Item 4 lists 10.23% of the class; the cover pages list 10.2% for three entities and 9.7% for Wellington Management Company LLP.

How many SWIM shares did the Wellington entities report shared voting power over?

Each of the four cover pages lists shared voting power over 9,955,872 shares and sole voting power of zero.

Who owns the Latham Group shares of record, and who receives dividends or sale proceeds?

The shares are owned of record by clients of one or more Wellington Investment Advisers. Those clients have the right to receive, or direct the receipt of, dividends or sale proceeds. No client is known to have that right or power with respect to more than 5% of the class.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates





51819L107

(CUSIP Number)
09/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:10/07/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:10/07/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:10/07/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:10/07/2026

Keep reading