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Disclosery

SWMG, LLC: VCRB position timeline

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

SWMG, LLC held 4,931 VCRB 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 4,931 shares
    Change vs previous 13F +318 shares

    0.09% of the 13F portfolio, value $376,728.

    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 4,613 shares
    Change vs previous 13F +32 shares

    0.1% of the 13F portfolio, value $356,954.

    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 4,581 shares
    Change vs previous 13F +155 shares

    0.1% of the 13F portfolio, value $357,941.

    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 4,426 shares
    Change vs previous 13F +601 shares

    0.11% of the 13F portfolio, value $349,400.

    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 3,825 shares
    Change vs previous 13F -8,380 shares

    0.1% of the 13F portfolio, value $294,372.

    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 12,205 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $941,372.

    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).