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Disclosery

SWP FINANCIAL LLC: IVV position timeline

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

SWP FINANCIAL LLC held 47,201 IVV 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 47,201 shares
    Change vs previous 13F +16,866 shares

    16.35% of the 13F portfolio, value $35,348,364.

    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 30,335 shares
    Change vs previous 13F +3,193 shares

    10.11% of the 13F portfolio, value $19,815,395.

    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 27,142 shares
    Change vs previous 13F -3,931 shares

    9.33% of the 13F portfolio, value $18,590,785.

    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 31,073 shares
    Change vs previous 13F +246 shares

    10.6% of the 13F portfolio, value $20,809,583.

    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 30,827 shares
    Change vs previous 13F -6,721 shares

    10.51% of the 13F portfolio, value $19,140,663.

    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 37,548 shares
    Change vs previous 13F -771 shares

    12.89% of the 13F portfolio, value $21,098,321.

    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 38,319 shares
    Change vs previous 13F +8,072 shares

    13.61% of the 13F portfolio, value $22,557,877.

    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 30,247 shares
    Change vs previous 13F not available

    10.65% of the 13F portfolio, value $17,447,085.

    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).