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Disclosery

SWMG, LLC: VWO position timeline

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

SWMG, LLC held 27,649 VWO 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 27,649 shares
    Change vs previous 13F +165 shares

    0.38% of the 13F portfolio, value $1,633,503.

    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 27,484 shares
    Change vs previous 13F -1,678 shares

    0.42% of the 13F portfolio, value $1,485,510.

    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 29,162 shares
    Change vs previous 13F +2,545 shares

    0.46% of the 13F portfolio, value $1,669,816.

    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 26,617 shares
    Change vs previous 13F +6,245 shares

    0.44% of the 13F portfolio, value $1,461,806.

    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 20,372 shares
    Change vs previous 13F +1,265 shares

    0.35% of the 13F portfolio, value $1,027,564.

    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 19,107 shares
    Change vs previous 13F -6,204 shares

    0.34% of the 13F portfolio, value $857,331.

    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 25,311 shares
    Change vs previous 13F +864 shares

    0.45% of the 13F portfolio, value $1,117,987.

    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 24,447 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,112,094.

    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).