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SWAN Capital LLC: VWOB position timeline

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

SWAN Capital LLC held 187,705 VWOB 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 187,705 shares
    Change vs previous 13F +46,869 shares

    4.32% of the 13F portfolio, value $12,621,281.

    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 140,836 shares
    Change vs previous 13F +43,757 shares

    3.4% of the 13F portfolio, value $9,251,513.

    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 97,079 shares
    Change vs previous 13F +14,245 shares

    2.55% of the 13F portfolio, value $6,546,048.

    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 82,834 shares
    Change vs previous 13F +31,369 shares

    2.25% of the 13F portfolio, value $5,541,597.

    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 51,465 shares
    Change vs previous 13F -51,956 shares

    1.46% of the 13F portfolio, value $3,363,254.

    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 103,421 shares
    Change vs previous 13F +124 shares

    3.07% of the 13F portfolio, value $6,639,640.

    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 103,297 shares
    Change vs previous 13F +18,355 shares

    3.18% of the 13F portfolio, value $6,523,196.

    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 84,942 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $5,637,599.

    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).