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Disclosery

SWP FINANCIAL LLC: QUAL position timeline

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

SWP FINANCIAL LLC held 5,083 QUAL 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 5,083 shares
    Change vs previous 13F -19,763 shares

    0.52% of the 13F portfolio, value $1,115,302.

    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 24,846 shares
    Change vs previous 13F +303 shares

    2.43% of the 13F portfolio, value $4,765,797.

    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 24,543 shares
    Change vs previous 13F -27,400 shares

    2.45% of the 13F portfolio, value $4,874,634.

    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 51,943 shares
    Change vs previous 13F -3,379 shares

    5.15% of the 13F portfolio, value $10,110,259.

    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 55,322 shares
    Change vs previous 13F +3,829 shares

    5.56% of the 13F portfolio, value $10,114,000.

    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 51,493 shares
    Change vs previous 13F +9,735 shares

    5.38% of the 13F portfolio, value $8,799,584.

    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 41,758 shares
    Change vs previous 13F -4,343 shares

    4.49% of the 13F portfolio, value $7,436,282.

    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 46,101 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $8,265,909.

    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).