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Disclosery

SWMG, LLC: XLI position timeline

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

SWMG, LLC held 1,447 XLI 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 1,447 shares
    Change vs previous 13F -34 shares

    0.06% of the 13F portfolio, value $261,111.

    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 1,481 shares
    Change vs previous 13F -27 shares

    0.07% of the 13F portfolio, value $239,522.

    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 1,508 shares
    Change vs previous 13F -773 shares

    0.07% of the 13F portfolio, value $261,155.

    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 2,281 shares
    Change vs previous 13F -29 shares

    0.11% of the 13F portfolio, value $353,053.

    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 2,310 shares
    Change vs previous 13F +217 shares

    0.12% of the 13F portfolio, value $356,918.

    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 2,093 shares
    Change vs previous 13F -493 shares

    0.11% of the 13F portfolio, value $270,018.

    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 2,586 shares
    Change vs previous 13F -71 shares

    0.14% of the 13F portfolio, value $362,687.

    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 2,657 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $377,985.

    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).