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Disclosery

Financial Architects, Inc: SWAN position timeline

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

Financial Architects, Inc held 39,033 SWAN shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 39,033 shares
    Change vs previous 13F -1,177 shares

    0.15% of the 13F portfolio, value $1,004,322.

    13F-HR 0001085146-23-003194 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 40,210 shares
    Change vs previous 13F -4,488 shares

    0.16% of the 13F portfolio, value $1,027,312.

    13F-HR 0001085146-23-002307 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 44,698 shares
    Change vs previous 13F -12,804 shares

    0.18% of the 13F portfolio, value $1,092,867.

    13F-HR 0001085146-23-000691 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 57,502 shares
    Change vs previous 13F -25,678 shares

    0.25% of the 13F portfolio, value $1,427,000.

    13F-HR 0001085146-22-003981 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 83,180 shares
    Change vs previous 13F -75,652 shares

    2.86% of the 13F portfolio, value $2,245,000.

    13F-HR 0001085146-22-002979 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 158,832 shares
    Change vs previous 13F -75,640 shares

    0.71% of the 13F portfolio, value $4,975,000.

    13F-HR 0001085146-22-001737 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 234,472 shares
    Change vs previous 13F +379 shares

    1.09% of the 13F portfolio, value $8,099,000.

    13F-HR 0001085146-22-000952 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 234,093 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $8,013,000.

    13F-HR 0001085146-21-003139 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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