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Disclosery

SWAN Capital LLC: VYM position timeline

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

SWAN Capital LLC held 115,374 VYM 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 115,374 shares
    Change vs previous 13F +10,031 shares

    6.24% of the 13F portfolio, value $18,232,617.

    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 105,343 shares
    Change vs previous 13F +18,743 shares

    5.74% of the 13F portfolio, value $15,601,250.

    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 86,600 shares
    Change vs previous 13F +12,986 shares

    4.83% of the 13F portfolio, value $12,428,874.

    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 73,614 shares
    Change vs previous 13F +28,237 shares

    4.21% of the 13F portfolio, value $10,375,899.

    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 45,377 shares
    Change vs previous 13F -42,767 shares

    2.63% of the 13F portfolio, value $6,049,234.

    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 88,144 shares
    Change vs previous 13F +1,442 shares

    5.25% of the 13F portfolio, value $11,367,073.

    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 86,702 shares
    Change vs previous 13F +6,763 shares

    5.4% of the 13F portfolio, value $11,062,327.

    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 79,939 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $10,248,138.

    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).