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Disclosery

SWP FINANCIAL LLC: IUSB position timeline

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

SWP FINANCIAL LLC held 298,965 IUSB 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 298,965 shares
    Change vs previous 13F +1,029 shares

    6.38% of the 13F portfolio, value $13,797,244.

    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 297,936 shares
    Change vs previous 13F +4,630 shares

    7.02% of the 13F portfolio, value $13,761,674.

    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 293,306 shares
    Change vs previous 13F +45,587 shares

    6.85% of the 13F portfolio, value $13,650,448.

    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 247,719 shares
    Change vs previous 13F -16,982 shares

    5.89% of the 13F portfolio, value $11,570,970.

    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 264,701 shares
    Change vs previous 13F -43,483 shares

    6.72% of the 13F portfolio, value $12,237,122.

    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 308,184 shares
    Change vs previous 13F -4,636 shares

    8.68% of the 13F portfolio, value $14,201,107.

    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 312,820 shares
    Change vs previous 13F +121,095 shares

    8.53% of the 13F portfolio, value $14,139,482.

    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 191,725 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $9,034,082.

    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).