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Disclosery

SWMG, LLC: VEA position timeline

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

SWMG, LLC held 77,165 VEA 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 77,165 shares
    Change vs previous 13F -2,311 shares

    1.28% of the 13F portfolio, value $5,447,849.

    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 79,476 shares
    Change vs previous 13F -490 shares

    1.45% of the 13F portfolio, value $5,092,822.

    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 79,966 shares
    Change vs previous 13F +8,121 shares

    1.5% of the 13F portfolio, value $5,387,309.

    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 71,845 shares
    Change vs previous 13F +9,897 shares

    1.33% of the 13F portfolio, value $4,383,982.

    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 61,948 shares
    Change vs previous 13F +9,313 shares

    1.19% of the 13F portfolio, value $3,540,948.

    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 52,635 shares
    Change vs previous 13F -1,696 shares

    1.09% of the 13F portfolio, value $2,759,653.

    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 54,331 shares
    Change vs previous 13F +1,002 shares

    1.07% of the 13F portfolio, value $2,683,951.

    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 53,329 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,620,054.

    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).