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Disclosery

SWAN Capital LLC: VPU position timeline

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

SWAN Capital LLC held 83,344 VPU 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 83,344 shares
    Change vs previous 13F +9,904 shares

    5.58% of the 13F portfolio, value $16,312,959.

    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 73,440 shares
    Change vs previous 13F +11,421 shares

    5.35% of the 13F portfolio, value $14,551,466.

    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 62,019 shares
    Change vs previous 13F +5,839 shares

    4.46% of the 13F portfolio, value $11,476,072.

    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 56,180 shares
    Change vs previous 13F +22,615 shares

    4.31% of the 13F portfolio, value $10,641,105.

    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 33,565 shares
    Change vs previous 13F -34,409 shares

    2.57% of the 13F portfolio, value $5,924,601.

    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 67,974 shares
    Change vs previous 13F -5,441 shares

    5.36% of the 13F portfolio, value $11,610,686.

    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 73,415 shares
    Change vs previous 13F +9,063 shares

    5.85% of the 13F portfolio, value $11,997,430.

    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 64,352 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $11,200,408.

    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).