BRIAN LOW FINANCIAL GROUP, LLC: SWP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRIAN LOW FINANCIAL GROUP, LLC on SWP, newest first. How the timeline and the estimate are built.
BRIAN LOW FINANCIAL GROUP, LLC held 771,572 SWP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 771,572 sharesChange vs previous 13F +62,984 shares
12.54% of the 13F portfolio, value $21,501,002.
13F-HR 0002079080-26-000003 filed by BRIAN LOW FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 708,588 sharesChange vs previous 13F +50,916 shares
12.81% of the 13F portfolio, value $18,848,664.
13F-HR 0002079080-26-000002 filed by BRIAN LOW FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 657,672 sharesChange vs previous 13F +33,204 shares
12.95% of the 13F portfolio, value $18,269,404.
13F-HR 0002079080-26-000001 filed by BRIAN LOW FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 624,468 sharesChange vs previous 13F +13,982 shares
13.41% of the 13F portfolio, value $17,284,267.
13F-HR 0002079080-25-000002 filed by BRIAN LOW FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 610,486 sharesChange vs previous 13F not available
14.89% of the 13F portfolio, value $15,909,268.
13F-HR 0001843867-25-000009 filed by BRIAN LOW FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).