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Disclosery

SWMG, LLC: BAI position timeline

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

SWMG, LLC held 230,059 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,059 shares
    Change vs previous 13F -30,720 shares

    2.53% of the 13F portfolio, value $10,732,252.

    13F-HR 0001839255-26-000003 filed by SWMG, 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 260,779 shares
    Change vs previous 13F +13,748 shares

    2.45% of the 13F portfolio, value $8,592,668.

    13F-HR 0001839255-26-000002 filed by SWMG, 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 247,031 shares
    Change vs previous 13F +20,570 shares

    2.36% of the 13F portfolio, value $8,497,866.

    13F-HR 0001839255-26-000001 filed by SWMG, 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 226,461 shares
    Change vs previous 13F +138,639 shares

    2.4% of the 13F portfolio, value $7,923,870.

    13F-HR 0001839255-25-000003 filed by SWMG, 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 87,822 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,688,231.

    13F-HR 0002001434-25-000008 filed by SWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).