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Disclosery

SWMG, LLC: IFRA position timeline

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

SWMG, LLC held 14,945 IFRA 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 14,945 shares
    Change vs previous 13F +264 shares

    0.22% of the 13F portfolio, value $926,911.

    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 14,681 shares
    Change vs previous 13F +70 shares

    0.24% of the 13F portfolio, value $839,782.

    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 14,611 shares
    Change vs previous 13F +82 shares

    0.24% of the 13F portfolio, value $856,329.

    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 14,529 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $778,148.

    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 14,512 shares
    Change vs previous 13F +55 shares

    0.25% of the 13F portfolio, value $741,854.

    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 14,457 shares
    Change vs previous 13F -23,011 shares

    0.26% of the 13F portfolio, value $650,121.

    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 37,468 shares
    Change vs previous 13F +12,663 shares

    0.72% of the 13F portfolio, value $1,814,593.

    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 24,805 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,229,086.

    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).