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Disclosery

SWP FINANCIAL LLC: BIV position timeline

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

SWP FINANCIAL LLC held 3,749 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,749 shares
    Change vs previous 13F -2,674 shares

    0.13% of the 13F portfolio, value $287,515.

    13F-HR 0001951757-26-001063 filed by SWP FINANCIAL 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 6,423 shares
    Change vs previous 13F -487 shares

    0.25% of the 13F portfolio, value $495,739.

    13F-HR 0001951757-26-000639 filed by SWP FINANCIAL 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 6,910 shares
    Change vs previous 13F +1 shares

    0.27% of the 13F portfolio, value $538,175.

    13F-HR 0001951757-26-000174 filed by SWP FINANCIAL 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 6,909 shares
    Change vs previous 13F -52 shares

    0.27% of the 13F portfolio, value $539,495.

    13F-HR 0001951757-25-001269 filed by SWP FINANCIAL 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 6,961 shares
    Change vs previous 13F +6,961 shares

    0.3% of the 13F portfolio, value $538,347.

    13F-HR 0001951757-25-000894 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -99,569 shares

    13F-HR 0001951757-25-000091 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 99,569 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $7,803,223.

    13F-HR 0001951757-24-001109 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).