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Disclosery

SWP FINANCIAL LLC: IVW position timeline

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

SWP FINANCIAL LLC held 32,338 IVW 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 32,338 shares
    Change vs previous 13F -1,211 shares

    2.06% of the 13F portfolio, value $4,447,445.

    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 33,549 shares
    Change vs previous 13F -3,064 shares

    1.94% of the 13F portfolio, value $3,794,727.

    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 36,613 shares
    Change vs previous 13F -603 shares

    2.26% of the 13F portfolio, value $4,512,918.

    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 37,216 shares
    Change vs previous 13F +563 shares

    2.29% of the 13F portfolio, value $4,492,716.

    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 36,653 shares
    Change vs previous 13F 0 shares

    2.22% of the 13F portfolio, value $4,035,495.

    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 36,653 shares
    Change vs previous 13F -125 shares

    2.08% of the 13F portfolio, value $3,402,498.

    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 36,778 shares
    Change vs previous 13F -472 shares

    2.25% of the 13F portfolio, value $3,734,070.

    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 37,250 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $3,566,688.

    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).