Skip to content
Disclosery

SWP FINANCIAL LLC: BRTR position timeline

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

SWP FINANCIAL LLC held 116,173 BRTR 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 116,173 shares
    Change vs previous 13F +10,513 shares

    2.7% of the 13F portfolio, value $5,846,389.

    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 105,660 shares
    Change vs previous 13F +2,926 shares

    2.7% of the 13F portfolio, value $5,303,074.

    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 102,734 shares
    Change vs previous 13F +2,355 shares

    2.62% of the 13F portfolio, value $5,216,282.

    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 100,379 shares
    Change vs previous 13F -1,617 shares

    2.61% of the 13F portfolio, value $5,118,234.

    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 101,996 shares
    Change vs previous 13F -24,200 shares

    2.83% of the 13F portfolio, value $5,154,367.

    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 ended2025-03-31
    13F 126,196 shares
    Change vs previous 13F +1,951 shares

    3.88% of the 13F portfolio, value $6,355,231.

    13F-HR 0001951757-25-000494 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).

  7. period ended2024-12-31
    13F 124,245 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $6,127,763.

    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).