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Disclosery

SWP FINANCIAL LLC: IEFA position timeline

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

SWP FINANCIAL LLC held 35,460 IEFA 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 35,460 shares
    Change vs previous 13F -4,292 shares

    1.58% of the 13F portfolio, value $3,424,769.

    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 39,752 shares
    Change vs previous 13F +2,678 shares

    1.84% of the 13F portfolio, value $3,598,794.

    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 37,074 shares
    Change vs previous 13F +2,136 shares

    1.66% of the 13F portfolio, value $3,316,595.

    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 34,938 shares
    Change vs previous 13F +2,726 shares

    1.55% of the 13F portfolio, value $3,050,427.

    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 32,212 shares
    Change vs previous 13F +363 shares

    1.48% of the 13F portfolio, value $2,689,049.

    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 31,849 shares
    Change vs previous 13F -1,052 shares

    1.47% of the 13F portfolio, value $2,409,371.

    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 32,901 shares
    Change vs previous 13F -109,242 shares

    1.4% of the 13F portfolio, value $2,312,312.

    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 142,143 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $11,094,261.

    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).