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Disclosery

SWMG, LLC: IVE position timeline

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

SWMG, LLC held 88,953 IVE 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 88,953 shares
    Change vs previous 13F -10,539 shares

    4.82% of the 13F portfolio, value $20,453,872.

    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 99,492 shares
    Change vs previous 13F -9,552 shares

    6% of the 13F portfolio, value $21,007,745.

    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 109,044 shares
    Change vs previous 13F +32,640 shares

    6.72% of the 13F portfolio, value $24,215,401.

    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 76,404 shares
    Change vs previous 13F +10,826 shares

    4.82% of the 13F portfolio, value $15,950,863.

    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 65,578 shares
    Change vs previous 13F +22,810 shares

    4.4% of the 13F portfolio, value $13,093,959.

    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 42,768 shares
    Change vs previous 13F +12,828 shares

    3.09% of the 13F portfolio, value $7,776,933.

    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 29,940 shares
    Change vs previous 13F +2,718 shares

    2.33% of the 13F portfolio, value $5,850,575.

    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 27,222 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $5,484,416.

    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).