Skip to content
Disclosery

Financially Speaking Inc: SWVXX position timeline

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

Financially Speaking Inc held 0 SWVXX shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -220,398 shares

    13F-HR 0002040901-26-000002 filed by Financially Speaking 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.

  2. period ended2025-12-31
    13F 220,398 shares
    Change vs previous 13F +2,126 shares

    0.14% of the 13F portfolio, value $220,398.

    13F-HR 0001398344-26-002600 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 218,272 shares
    Change vs previous 13F +2,252 shares

    0.14% of the 13F portfolio, value $218,272.

    13F-HR 0001398344-25-020442 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 216,020 shares
    Change vs previous 13F +216,020 shares

    0.14% of the 13F portfolio, value $216,020.

    13F-HR 0001398344-25-014680 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -211,635 shares

    13F-HR 0001398344-25-008919 filed by Financially Speaking 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.

  6. period ended2024-12-31
    13F 211,635 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $211,635.

    13F-HR 0001398344-25-002410 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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