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SWMG, LLC: IEFA position timeline

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

SWMG, LLC held 116,366 IEFA 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 116,366 shares
    Change vs previous 13F +15,058 shares

    2.66% of the 13F portfolio, value $11,274,741.

    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 101,308 shares
    Change vs previous 13F -7,592 shares

    2.62% of the 13F portfolio, value $9,171,413.

    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 108,900 shares
    Change vs previous 13F +7,226 shares

    2.89% of the 13F portfolio, value $10,417,374.

    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 101,674 shares
    Change vs previous 13F +17,680 shares

    2.72% of the 13F portfolio, value $9,004,271.

    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 83,994 shares
    Change vs previous 13F +3,635 shares

    2.36% of the 13F portfolio, value $7,005,960.

    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 80,359 shares
    Change vs previous 13F +6,285 shares

    2.49% of the 13F portfolio, value $6,274,431.

    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 74,074 shares
    Change vs previous 13F +6,416 shares

    2.14% of the 13F portfolio, value $5,373,328.

    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 67,658 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $4,872,053.

    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).