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Disclosery

SWP FINANCIAL LLC: OEF position timeline

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

SWP FINANCIAL LLC held 0 OEF shares at 2026-03-31 per its 13F-HR filed 2026-04-17.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -20,779 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 20,779 shares
    Change vs previous 13F -603 shares

    3.58% of the 13F portfolio, value $7,126,574.

    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).

  3. period ended2025-09-30
    13F 21,382 shares
    Change vs previous 13F +10,337 shares

    3.63% of the 13F portfolio, value $7,122,776.

    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).

  4. period ended2025-06-30
    13F 11,045 shares
    Change vs previous 13F +4,291 shares

    1.85% of the 13F portfolio, value $3,361,546.

    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).

  5. period ended2025-03-31
    13F 6,754 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,829,186.

    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).