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Disclosery

SWMG, LLC: IEMG position timeline

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

SWMG, LLC held 241,823 IEMG 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 241,823 shares
    Change vs previous 13F -53,369 shares

    4.54% of the 13F portfolio, value $19,278,094.

    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 295,192 shares
    Change vs previous 13F -32,220 shares

    5.88% of the 13F portfolio, value $20,589,660.

    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 327,412 shares
    Change vs previous 13F +66,527 shares

    6.7% of the 13F portfolio, value $24,120,462.

    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 260,885 shares
    Change vs previous 13F +55,028 shares

    5.33% of the 13F portfolio, value $17,638,426.

    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 205,857 shares
    Change vs previous 13F +96,703 shares

    4.22% of the 13F portfolio, value $12,563,445.

    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 109,154 shares
    Change vs previous 13F +33,710 shares

    2.33% of the 13F portfolio, value $5,868,119.

    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 75,444 shares
    Change vs previous 13F -6,240 shares

    1.59% of the 13F portfolio, value $3,993,251.

    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 81,684 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $4,413,379.

    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).