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Disclosery

SWMG, LLC: IYW position timeline

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

SWMG, LLC held 43,987 IYW 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 43,987 shares
    Change vs previous 13F +11,727 shares

    2.57% of the 13F portfolio, value $10,917,104.

    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 32,260 shares
    Change vs previous 13F +2,670 shares

    1.67% of the 13F portfolio, value $5,852,535.

    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 29,590 shares
    Change vs previous 13F +9,211 shares

    1.59% of the 13F portfolio, value $5,725,363.

    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 20,379 shares
    Change vs previous 13F -11,027 shares

    1.23% of the 13F portfolio, value $4,075,342.

    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 31,406 shares
    Change vs previous 13F -235 shares

    1.91% of the 13F portfolio, value $5,693,588.

    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 31,641 shares
    Change vs previous 13F +97 shares

    1.79% of the 13F portfolio, value $4,503,483.

    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 31,544 shares
    Change vs previous 13F +2,571 shares

    2.09% of the 13F portfolio, value $5,231,915.

    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 28,973 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $4,637,697.

    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).