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Game Plan Financial Advisors, LLC: SWVXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Game Plan Financial Advisors, LLC on SWVXX, newest first. How the timeline and the estimate are built.

Game Plan Financial Advisors, LLC held 13,674,886 SWVXX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,674,886 shares
    Change vs previous 13F +1,370,895 shares

    5.08% of the 13F portfolio, value $13,674,886.

    13F-HR 0001802952-26-000003 filed by Game Plan Financial Advisors, 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 12,303,991 shares
    Change vs previous 13F +1,730,862 shares

    5.54% of the 13F portfolio, value $12,303,991.

    13F-HR 0001802952-26-000002 filed by Game Plan Financial Advisors, 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 10,573,129 shares
    Change vs previous 13F +4,783,950 shares

    4.25% of the 13F portfolio, value $10,573,129.

    13F-HR 0001802952-26-000001 filed by Game Plan Financial Advisors, 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 5,789,179 shares
    Change vs previous 13F +439,855 shares

    2.4% of the 13F portfolio, value $5,789,179.

    13F-HR 0001802952-25-000006 filed by Game Plan Financial Advisors, 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 5,349,324 shares
    Change vs previous 13F -2,799,994 shares

    2.34% of the 13F portfolio, value $5,349,324.

    13F-HR 0001802952-25-000005 filed by Game Plan Financial Advisors, LLC
    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 8,149,318 shares
    Change vs previous 13F +5,517,407 shares

    3.96% of the 13F portfolio, value $8,149,318.

    13F-HR 0001802952-25-000004 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,631,911 shares
    Change vs previous 13F +420,974 shares

    1.25% of the 13F portfolio, value $2,631,912.

    13F-HR 0001802952-25-000001 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,210,937 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,210,937.

    13F-HR 0001802952-24-000005 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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