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Disclosery

SWAN Capital LLC: VIG position timeline

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

SWAN Capital LLC held 77,910 VIG 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 77,910 shares
    Change vs previous 13F +7,018 shares

    6.31% of the 13F portfolio, value $18,435,134.

    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 70,892 shares
    Change vs previous 13F +11,453 shares

    5.6% of the 13F portfolio, value $15,245,955.

    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 59,439 shares
    Change vs previous 13F +6,550 shares

    5.08% of the 13F portfolio, value $13,063,464.

    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 52,889 shares
    Change vs previous 13F +20,122 shares

    4.63% of the 13F portfolio, value $11,412,981.

    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 32,767 shares
    Change vs previous 13F -33,667 shares

    2.91% of the 13F portfolio, value $6,706,516.

    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 66,434 shares
    Change vs previous 13F -2,482 shares

    5.95% of the 13F portfolio, value $12,887,481.

    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 68,916 shares
    Change vs previous 13F +10,861 shares

    6.58% of the 13F portfolio, value $13,495,775.

    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 58,055 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $11,498,331.

    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).