Skip to content
Disclosery

SWMG, LLC: USTB position timeline

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

SWMG, LLC held 13,392 USTB 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 13,392 shares
    Change vs previous 13F -207 shares

    0.16% of the 13F portfolio, value $675,368.

    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 13,599 shares
    Change vs previous 13F -738 shares

    0.2% of the 13F portfolio, value $687,838.

    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 14,337 shares
    Change vs previous 13F -175 shares

    0.2% of the 13F portfolio, value $731,886.

    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 14,512 shares
    Change vs previous 13F -863 shares

    0.22% of the 13F portfolio, value $739,695.

    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 15,375 shares
    Change vs previous 13F +57 shares

    0.26% of the 13F portfolio, value $778,892.

    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 15,318 shares
    Change vs previous 13F -974 shares

    0.31% of the 13F portfolio, value $773,427.

    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 16,292 shares
    Change vs previous 13F +1,026 shares

    0.33% of the 13F portfolio, value $819,497.

    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 15,266 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $766,670.

    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).