Skip to content
Disclosery

SWMG, LLC: IVW position timeline

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

SWMG, LLC held 252,257 IVW 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 252,257 shares
    Change vs previous 13F +36,326 shares

    8.19% of the 13F portfolio, value $34,783,709.

    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 215,931 shares
    Change vs previous 13F +16,913 shares

    6.97% of the 13F portfolio, value $24,423,936.

    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 199,018 shares
    Change vs previous 13F +24,532 shares

    6.7% of the 13F portfolio, value $24,124,996.

    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 174,486 shares
    Change vs previous 13F +32,172 shares

    6.41% of the 13F portfolio, value $21,191,272.

    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 142,314 shares
    Change vs previous 13F +15,510 shares

    5.47% of the 13F portfolio, value $16,256,504.

    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 126,804 shares
    Change vs previous 13F -224 shares

    4.73% of the 13F portfolio, value $11,933,549.

    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 127,028 shares
    Change vs previous 13F +9,471 shares

    5.38% of the 13F portfolio, value $13,482,719.

    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 117,557 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $11,872,067.

    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).