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Disclosery

SWMG, LLC: IVV position timeline

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

SWMG, LLC held 151,003 IVV 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 151,003 shares
    Change vs previous 13F +51,447 shares

    26.86% of the 13F portfolio, value $114,025,037.

    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 99,556 shares
    Change vs previous 13F +13,546 shares

    18.57% of the 13F portfolio, value $65,030,721.

    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 86,010 shares
    Change vs previous 13F +3,488 shares

    16.57% of the 13F portfolio, value $59,672,362.

    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 82,522 shares
    Change vs previous 13F +3,870 shares

    16.84% of the 13F portfolio, value $55,700,073.

    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 78,652 shares
    Change vs previous 13F -9,914 shares

    16.92% of the 13F portfolio, value $50,330,759.

    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 88,566 shares
    Change vs previous 13F -6,477 shares

    19.44% of the 13F portfolio, value $48,994,009.

    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 95,043 shares
    Change vs previous 13F -3,213 shares

    23.09% of the 13F portfolio, value $57,909,521.

    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 98,256 shares
    Change vs previous 13F not available

    24.36% of the 13F portfolio, value $58,973,006.

    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).