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Disclosery

SWP FINANCIAL LLC: HYG position timeline

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

SWP FINANCIAL LLC held 4,057 HYG 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 4,057 shares
    Change vs previous 13F -654 shares

    0.15% of the 13F portfolio, value $324,438.

    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 4,711 shares
    Change vs previous 13F +2,179 shares

    0.19% of the 13F portfolio, value $374,807.

    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 2,532 shares
    Change vs previous 13F -129 shares

    0.1% of the 13F portfolio, value $204,155.

    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 2,661 shares
    Change vs previous 13F -522 shares

    0.11% of the 13F portfolio, value $216,047.

    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 3,183 shares
    Change vs previous 13F -45 shares

    0.14% of the 13F portfolio, value $256,709.

    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 3,228 shares
    Change vs previous 13F -1,051 shares

    0.16% of the 13F portfolio, value $254,657.

    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 4,279 shares
    Change vs previous 13F -106 shares

    0.2% of the 13F portfolio, value $336,543.

    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).

  8. period ended2024-09-30
    13F 4,385 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $352,115.

    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).