Skip to content
Disclosery

SWMG, LLC: XLC position timeline

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

SWMG, LLC held 4,105 XLC 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 4,105 shares
    Change vs previous 13F +182 shares

    0.11% of the 13F portfolio, value $457,502.

    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 3,923 shares
    Change vs previous 13F -276 shares

    0.12% of the 13F portfolio, value $434,904.

    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 4,199 shares
    Change vs previous 13F -376 shares

    0.13% of the 13F portfolio, value $486,076.

    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 4,575 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $527,269.

    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 4,573 shares
    Change vs previous 13F +317 shares

    0.16% of the 13F portfolio, value $489,494.

    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 4,256 shares
    Change vs previous 13F -573 shares

    0.16% of the 13F portfolio, value $401,596.

    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 4,829 shares
    Change vs previous 13F +145 shares

    0.19% of the 13F portfolio, value $479,278.

    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 4,684 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $455,285.

    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).