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SWMG, LLC: EPS position timeline

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

SWMG, LLC held 6,235 EPS 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 6,235 shares
    Change vs previous 13F -634 shares

    0.12% of the 13F portfolio, value $490,695.

    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 6,869 shares
    Change vs previous 13F +24 shares

    0.13% of the 13F portfolio, value $467,848.

    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 6,845 shares
    Change vs previous 13F +68 shares

    0.14% of the 13F portfolio, value $492,908.

    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 6,777 shares
    Change vs previous 13F +2,301 shares

    0.14% of the 13F portfolio, value $468,494.

    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 4,476 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $295,147.

    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).