Skip to content
Disclosery

SWMG, LLC: VLUE position timeline

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

SWMG, LLC held 13,181 VLUE 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 13,181 shares
    Change vs previous 13F +123 shares

    0.61% of the 13F portfolio, value $2,574,282.

    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 13,058 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,856,712.

    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).