SWP FINANCIAL LLC: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWP FINANCIAL LLC on META, newest first. How the timeline and the estimate are built.
SWP FINANCIAL LLC held 1,530 META shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,530 sharesChange vs previous 13F +85 shares
0.4% of the 13F portfolio, value $861,956.
13F-HR 0001951757-26-001063 filed by SWP FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,445 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $826,852.
13F-HR 0001951757-26-000639 filed by SWP FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,445 sharesChange vs previous 13F +8 shares
0.48% of the 13F portfolio, value $953,973.
13F-HR 0001951757-26-000174 filed by SWP FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,437 sharesChange vs previous 13F 0 shares
0.54% of the 13F portfolio, value $1,055,463.
13F-HR 0001951757-25-001269 filed by SWP FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,437 sharesChange vs previous 13F 0 shares
0.58% of the 13F portfolio, value $1,060,776.
13F-HR 0001951757-25-000894 filed by SWP FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,437 sharesChange vs previous 13F 0 shares
0.51% of the 13F portfolio, value $828,324.
13F-HR 0001951757-25-000494 filed by SWP FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,437 sharesChange vs previous 13F 0 shares
0.51% of the 13F portfolio, value $841,456.
13F-HR 0001951757-25-000091 filed by SWP FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,437 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $822,656.
13F-HR 0001951757-24-001109 filed by SWP FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).