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Disclosery

FundX Investment Group, LLC: SWAN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FundX Investment Group, LLC on SWAN, newest first. How the timeline and the estimate are built.

FundX Investment Group, LLC held 67,337 SWAN shares at 2021-12-31 per its 13F-HR filed 2022-01-26.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 67,337 shares
    Change vs previous 13F -33 shares

    0.57% of the 13F portfolio, value $2,326,000.

    13F-HR 0001172661-22-000184 filed by FundX Investment 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 ended2021-09-30
    13F 67,370 shares
    Change vs previous 13F -436 shares

    1.09% of the 13F portfolio, value $2,306,000.

    13F-HR 0001172661-21-002104 filed by FundX Investment 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 ended2021-06-30
    13F 67,806 shares
    Change vs previous 13F -12,016 shares

    0.56% of the 13F portfolio, value $1,271,000.

    13F-HR 0001172661-21-001552 filed by FundX Investment 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 ended2021-03-31
    13F 79,822 shares
    Change vs previous 13F +5,339 shares

    1.44% of the 13F portfolio, value $2,551,000.

    13F-HR 0001172661-21-001050 filed by FundX Investment 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 ended2020-12-31
    13F 74,483 shares
    Change vs previous 13F +8,385 shares

    1.02% of the 13F portfolio, value $2,445,000.

    13F-HR 0001172661-21-000272 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 66,098 shares
    Change vs previous 13F -360,034 shares

    0.81% of the 13F portfolio, value $2,094,000.

    13F-HR 0001172661-20-002044 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 426,132 shares
    Change vs previous 13F -1,281 shares

    5.52% of the 13F portfolio, value $13,074,000.

    13F-HR 0001172661-20-001634 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 427,413 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $12,292,000.

    13F-HR 0001172661-20-001090 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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