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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

  1. period ended2026-06-30
    13F 771,572 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 708,588 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 657,672 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 624,468 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 610,486 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).