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Disclosery

SWAN Capital LLC: VOT position timeline

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

SWAN Capital LLC held 25,316 VOT 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 25,316 shares
    Change vs previous 13F -3,848 shares

    2.65% of the 13F portfolio, value $7,754,285.

    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 29,164 shares
    Change vs previous 13F -2,815 shares

    2.76% of the 13F portfolio, value $7,505,281.

    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 31,979 shares
    Change vs previous 13F -1,465 shares

    3.47% of the 13F portfolio, value $8,926,749.

    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 33,444 shares
    Change vs previous 13F -11,703 shares

    3.98% of the 13F portfolio, value $9,825,524.

    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 45,147 shares
    Change vs previous 13F +20,285 shares

    5.58% of the 13F portfolio, value $12,839,303.

    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 24,862 shares
    Change vs previous 13F +5,339 shares

    2.81% of the 13F portfolio, value $6,082,330.

    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 19,523 shares
    Change vs previous 13F -6,582 shares

    2.42% of the 13F portfolio, value $4,953,835.

    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 26,105 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $6,355,877.

    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).