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Disclosery

SWP FINANCIAL LLC: IVE position timeline

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

SWP FINANCIAL LLC held 13,548 IVE 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 13,548 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $3,076,095.

    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 13,548 shares
    Change vs previous 13F -454 shares

    1.46% of the 13F portfolio, value $2,860,555.

    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 14,002 shares
    Change vs previous 13F +946 shares

    1.49% of the 13F portfolio, value $2,969,298.

    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 13,056 shares
    Change vs previous 13F +514 shares

    1.37% of the 13F portfolio, value $2,696,091.

    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 12,542 shares
    Change vs previous 13F -268 shares

    1.35% of the 13F portfolio, value $2,451,055.

    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 12,810 shares
    Change vs previous 13F +11 shares

    1.49% of the 13F portfolio, value $2,441,425.

    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 12,799 shares
    Change vs previous 13F +54 shares

    1.47% of the 13F portfolio, value $2,443,073.

    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 12,745 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,512,932.

    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).