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Disclosery

SWP FINANCIAL LLC: BND position timeline

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

SWP FINANCIAL LLC held 3,912 BND 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 3,912 shares
    Change vs previous 13F -2,806 shares

    0.13% of the 13F portfolio, value $287,212.

    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 6,718 shares
    Change vs previous 13F +1,259 shares

    0.25% of the 13F portfolio, value $494,714.

    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 5,459 shares
    Change vs previous 13F -125 shares

    0.2% of the 13F portfolio, value $404,348.

    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 5,584 shares
    Change vs previous 13F -1,321 shares

    0.21% of the 13F portfolio, value $415,282.

    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 6,905 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $508,415.

    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).