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Disclosery

SWP FINANCIAL LLC: ICVT position timeline

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

SWP FINANCIAL LLC held 7,551 ICVT 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 7,551 shares
    Change vs previous 13F -2,614 shares

    0.43% of the 13F portfolio, value $919,264.

    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 10,165 shares
    Change vs previous 13F -7,893 shares

    0.53% of the 13F portfolio, value $1,034,697.

    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 18,058 shares
    Change vs previous 13F +4,710 shares

    0.89% of the 13F portfolio, value $1,778,664.

    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 13,348 shares
    Change vs previous 13F +3,044 shares

    0.68% of the 13F portfolio, value $1,335,517.

    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 10,304 shares
    Change vs previous 13F -8,789 shares

    0.51% of the 13F portfolio, value $928,390.

    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 19,093 shares
    Change vs previous 13F +781 shares

    0.98% of the 13F portfolio, value $1,596,366.

    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 18,312 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,555,971.

    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).