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Disclosery

SWMG, LLC: IXUS position timeline

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

SWMG, LLC held 94,284 IXUS 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 94,284 shares
    Change vs previous 13F +2,537 shares

    2.1% of the 13F portfolio, value $8,915,464.

    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 91,747 shares
    Change vs previous 13F -2,512 shares

    2.27% of the 13F portfolio, value $7,948,977.

    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 94,259 shares
    Change vs previous 13F -2,048 shares

    2.38% of the 13F portfolio, value $8,570,989.

    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 96,307 shares
    Change vs previous 13F -29,141 shares

    2.45% of the 13F portfolio, value $8,087,892.

    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 125,448 shares
    Change vs previous 13F +14,708 shares

    3.29% of the 13F portfolio, value $9,771,173.

    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 110,740 shares
    Change vs previous 13F -6,223 shares

    3.13% of the 13F portfolio, value $7,888,033.

    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 116,963 shares
    Change vs previous 13F -1,190 shares

    3.16% of the 13F portfolio, value $7,928,943.

    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 118,153 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $8,026,132.

    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).