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Disclosery

SWMG, LLC: VTI position timeline

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

SWMG, LLC held 32,787 VTI 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 32,787 shares
    Change vs previous 13F -2,432 shares

    2.87% of the 13F portfolio, value $12,169,223.

    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 35,219 shares
    Change vs previous 13F +5,399 shares

    3.23% of the 13F portfolio, value $11,298,607.

    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 29,820 shares
    Change vs previous 13F +670 shares

    2.82% of the 13F portfolio, value $10,167,427.

    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 29,150 shares
    Change vs previous 13F +1,610 shares

    2.92% of the 13F portfolio, value $9,648,942.

    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 27,540 shares
    Change vs previous 13F +4,517 shares

    2.9% of the 13F portfolio, value $8,636,544.

    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 23,023 shares
    Change vs previous 13F +845 shares

    2.47% of the 13F portfolio, value $6,230,945.

    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 22,178 shares
    Change vs previous 13F -119 shares

    2.66% of the 13F portfolio, value $6,666,707.

    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 22,297 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $6,605,040.

    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).