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Disclosery

SWP FINANCIAL LLC: IJR position timeline

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

SWP FINANCIAL LLC held 16,957 IJR 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 16,957 shares
    Change vs previous 13F -603 shares

    1.16% of the 13F portfolio, value $2,514,898.

    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 17,560 shares
    Change vs previous 13F +352 shares

    1.11% of the 13F portfolio, value $2,182,880.

    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 17,208 shares
    Change vs previous 13F +142 shares

    1.04% of the 13F portfolio, value $2,067,999.

    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 17,066 shares
    Change vs previous 13F -596 shares

    1.03% of the 13F portfolio, value $2,027,928.

    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 17,662 shares
    Change vs previous 13F +3 shares

    1.06% of the 13F portfolio, value $1,930,248.

    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 17,659 shares
    Change vs previous 13F -493 shares

    1.13% of the 13F portfolio, value $1,846,579.

    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 18,152 shares
    Change vs previous 13F -38,623 shares

    1.26% of the 13F portfolio, value $2,091,505.

    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 56,775 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $6,640,404.

    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).