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Disclosery

SWMG, LLC: EFV position timeline

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

SWMG, LLC held 87,886 EFV 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 87,886 shares
    Change vs previous 13F -109,083 shares

    1.63% of the 13F portfolio, value $6,898,203.

    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 196,969 shares
    Change vs previous 13F -168 shares

    4.18% of the 13F portfolio, value $14,644,637.

    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 197,137 shares
    Change vs previous 13F -11,784 shares

    4.26% of the 13F portfolio, value $15,345,136.

    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 208,921 shares
    Change vs previous 13F -33,649 shares

    4.32% of the 13F portfolio, value $14,279,769.

    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 242,570 shares
    Change vs previous 13F +132,737 shares

    5.24% of the 13F portfolio, value $15,573,011.

    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 109,833 shares
    Change vs previous 13F -65,052 shares

    2.64% of the 13F portfolio, value $6,647,077.

    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 174,885 shares
    Change vs previous 13F +17,243 shares

    3.75% of the 13F portfolio, value $9,401,804.

    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 157,642 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $8,436,976.

    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).