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Disclosery

SWMG, LLC: IJR position timeline

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

SWMG, LLC held 2,180 IJR 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 2,180 shares
    Change vs previous 13F -3,834 shares

    0.07% of the 13F portfolio, value $316,928.

    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 6,014 shares
    Change vs previous 13F +23 shares

    0.21% of the 13F portfolio, value $747,606.

    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 5,991 shares
    Change vs previous 13F -513 shares

    0.22% of the 13F portfolio, value $790,695.

    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 6,504 shares
    Change vs previous 13F -6,324 shares

    0.24% of the 13F portfolio, value $781,114.

    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 12,828 shares
    Change vs previous 13F +6,009 shares

    0.49% of the 13F portfolio, value $1,447,015.

    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 6,819 shares
    Change vs previous 13F -22,783 shares

    0.27% of the 13F portfolio, value $680,844.

    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 29,602 shares
    Change vs previous 13F +8,951 shares

    1.4% of the 13F portfolio, value $3,520,270.

    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 20,651 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,545,649.

    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).