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NEOS Investment Management LLC: SW position timeline

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

NEOS Investment Management LLC held 84,668 SW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,668 shares
    Change vs previous 13F +9,921 shares

    0.01% of the 13F portfolio, value $3,916,742.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 74,747 shares
    Change vs previous 13F +38,220 shares

    0.02% of the 13F portfolio, value $2,978,668.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 36,527 shares
    Change vs previous 13F +8,364 shares

    0.01% of the 13F portfolio, value $1,412,499.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 28,163 shares
    Change vs previous 13F +10,916 shares

    0.01% of the 13F portfolio, value $1,198,899.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 17,247 shares
    Change vs previous 13F +3,584 shares

    0.01% of the 13F portfolio, value $744,208.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 13,663 shares
    Change vs previous 13F +2,524 shares

    0.01% of the 13F portfolio, value $615,655.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 11,139 shares
    Change vs previous 13F +2,484 shares

    0.01% of the 13F portfolio, value $599,947.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 8,655 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $427,730.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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