SWMG, LLC: BIL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWMG, LLC on BIL, newest first. How the timeline and the estimate are built.
SWMG, LLC held 19,030 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 19,030 sharesChange vs previous 13F +15,949 shares
0.41% of the 13F portfolio, value $1,741,435.
13F-HR 0001839255-26-000003 filed by SWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,081 sharesChange vs previous 13F -2,243 shares
0.08% of the 13F portfolio, value $282,343.
13F-HR 0001839255-26-000002 filed by SWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,324 sharesChange vs previous 13F +1,370 shares
0.14% of the 13F portfolio, value $486,827.
13F-HR 0001839255-26-000001 filed by SWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,954 sharesChange vs previous 13F +758 shares
0.11% of the 13F portfolio, value $362,463.
13F-HR 0001839255-25-000003 filed by SWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,196 sharesChange vs previous 13F -22,530 shares
0.1% of the 13F portfolio, value $293,137.
13F-HR 0002001434-25-000008 filed by SWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,726 sharesChange vs previous 13F not available
0.94% of the 13F portfolio, value $2,359,074.
13F-HR 0001839255-25-000002 filed by SWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).