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Disclosery

eCIO, Inc.: SWMCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of eCIO, Inc. on SWMCX, newest first. How the timeline and the estimate are built.

eCIO, Inc. held 894,938 SWMCX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 894,938 shares
    Change vs previous 13F +894,938 shares

    4.17% of the 13F portfolio, value $14,847,022.

    13F-HR 0001830823-26-000007 filed by eCIO, Inc.
    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 0 shares
    Change vs previous 13F -866,702 shares

    13F-HR 0001830823-26-000004 filed by eCIO, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 866,702 shares
    Change vs previous 13F -62,837 shares

    5.81% of the 13F portfolio, value $12,471,840.

    13F-HR 0001830823-26-000001 filed by eCIO, Inc.
    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 929,539 shares
    Change vs previous 13F +748,665 shares

    5.09% of the 13F portfolio, value $13,636,343.

    13F-HR 0001830823-25-000006 filed by eCIO, Inc.
    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 180,874 shares
    Change vs previous 13F +10,648 shares

    5.31% of the 13F portfolio, value $12,592,440.

    13F-HR 0001830823-25-000003 filed by eCIO, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 170,226 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $10,923,375.

    13F-HR 0001830823-25-000002 filed by eCIO, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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