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Disclosery

SWMG, LLC: BND position timeline

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

SWMG, LLC held 15,867 BND 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 15,867 shares
    Change vs previous 13F +983 shares

    0.27% of the 13F portfolio, value $1,153,531.

    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 14,884 shares
    Change vs previous 13F +142 shares

    0.31% of the 13F portfolio, value $1,096,058.

    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 14,742 shares
    Change vs previous 13F +799 shares

    0.3% of the 13F portfolio, value $1,094,299.

    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 13,943 shares
    Change vs previous 13F +220 shares

    0.32% of the 13F portfolio, value $1,044,610.

    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 13,723 shares
    Change vs previous 13F -16,735 shares

    0.34% of the 13F portfolio, value $1,001,779.

    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).

  6. period ended2025-03-31
    13F 30,458 shares
    Change vs previous 13F +22,615 shares

    0.88% of the 13F portfolio, value $2,228,916.

    13F-HR 0001839255-25-000002 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).

  7. period ended2024-12-31
    13F 7,843 shares
    Change vs previous 13F +1,673 shares

    0.23% of the 13F portfolio, value $564,774.

    13F-HR 0002035324-25-000002 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).

  8. period ended2024-09-30
    13F 6,170 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $447,202.

    13F-HR 0001839255-24-000003 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).