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Disclosery

SWMG, LLC: IUSB position timeline

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

SWMG, LLC held 151,734 IUSB 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 151,734 shares
    Change vs previous 13F +48,124 shares

    1.63% of the 13F portfolio, value $6,932,736.

    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 103,610 shares
    Change vs previous 13F -4,111 shares

    1.37% of the 13F portfolio, value $4,785,731.

    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 107,721 shares
    Change vs previous 13F -14,874 shares

    1.4% of the 13F portfolio, value $5,027,319.

    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 122,595 shares
    Change vs previous 13F -32,690 shares

    1.74% of the 13F portfolio, value $5,765,647.

    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 155,285 shares
    Change vs previous 13F -141,372 shares

    2.4% of the 13F portfolio, value $7,124,457.

    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 296,657 shares
    Change vs previous 13F +171,194 shares

    5.4% of the 13F portfolio, value $13,616,549.

    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 125,463 shares
    Change vs previous 13F +1,056 shares

    2.26% of the 13F portfolio, value $5,679,696.

    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 124,407 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $5,665,476.

    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).