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Disclosery

SWAN Capital LLC: VBR position timeline

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

SWAN Capital LLC held 27,930 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,930 shares
    Change vs previous 13F -4,408 shares

    2.32% of the 13F portfolio, value $6,786,698.

    13F-HR 0001952722-26-000003 filed by SWAN Capital 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 32,338 shares
    Change vs previous 13F -5,682 shares

    2.58% of the 13F portfolio, value $7,025,389.

    13F-HR 0001952722-26-000002 filed by SWAN Capital 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 38,020 shares
    Change vs previous 13F -1,964 shares

    3.13% of the 13F portfolio, value $8,052,343.

    13F-HR 0001952722-26-000001 filed by SWAN Capital 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 39,984 shares
    Change vs previous 13F -13,568 shares

    3.38% of the 13F portfolio, value $8,345,015.

    13F-HR 0001952722-25-000002 filed by SWAN Capital 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 53,552 shares
    Change vs previous 13F +26,134 shares

    4.54% of the 13F portfolio, value $10,443,145.

    13F-HR 0001986042-25-000015 filed by SWAN Capital 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 27,418 shares
    Change vs previous 13F +6,416 shares

    2.36% of the 13F portfolio, value $5,107,629.

    13F-HR 0001986042-25-000010 filed by SWAN Capital 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 21,002 shares
    Change vs previous 13F -5,170 shares

    2.03% of the 13F portfolio, value $4,162,086.

    13F-HR 0001986042-25-000006 filed by SWAN Capital 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 26,172 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $5,254,866.

    13F-HR 0001986042-24-000021 filed by SWAN Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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