Skip to content
Disclosery

SWMG, LLC: XLF position timeline

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

SWMG, LLC held 11,772 XLF 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 11,772 shares
    Change vs previous 13F +741 shares

    0.16% of the 13F portfolio, value $661,351.

    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 11,031 shares
    Change vs previous 13F -686 shares

    0.16% of the 13F portfolio, value $544,600.

    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 11,717 shares
    Change vs previous 13F -1,742 shares

    0.18% of the 13F portfolio, value $635,764.

    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 13,459 shares
    Change vs previous 13F -1,720 shares

    0.21% of the 13F portfolio, value $707,136.

    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 15,179 shares
    Change vs previous 13F +743 shares

    0.27% of the 13F portfolio, value $805,550.

    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 14,436 shares
    Change vs previous 13F -1,136 shares

    0.28% of the 13F portfolio, value $693,217.

    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 15,572 shares
    Change vs previous 13F +307 shares

    0.31% of the 13F portfolio, value $784,985.

    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 15,265 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $759,739.

    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).