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Disclosery

McAdam, LLC: SWAN position timeline

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

McAdam, LLC held 23,179 SWAN shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,179 shares
    Change vs previous 13F -111,982 shares

    0.03% of the 13F portfolio, value $773,289.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 135,161 shares
    Change vs previous 13F +7,833 shares

    0.19% of the 13F portfolio, value $4,198,267.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 127,328 shares
    Change vs previous 13F +7,809 shares

    0.19% of the 13F portfolio, value $4,134,330.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 119,519 shares
    Change vs previous 13F +5,019 shares

    0.19% of the 13F portfolio, value $3,846,605.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 114,500 shares
    Change vs previous 13F +4,393 shares

    0.19% of the 13F portfolio, value $3,509,415.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 110,107 shares
    Change vs previous 13F -39 shares

    0.2% of the 13F portfolio, value $3,161,173.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 110,146 shares
    Change vs previous 13F -1,373 shares

    0.18% of the 13F portfolio, value $3,234,498.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 111,519 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,391,278.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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