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Disclosery

SWP FINANCIAL LLC: VB position timeline

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

SWP FINANCIAL LLC held 9,300 VB 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 9,300 shares
    Change vs previous 13F -71 shares

    1.3% of the 13F portfolio, value $2,819,046.

    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 9,371 shares
    Change vs previous 13F -321 shares

    1.25% of the 13F portfolio, value $2,454,479.

    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 9,692 shares
    Change vs previous 13F -175 shares

    1.25% of the 13F portfolio, value $2,500,051.

    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 9,867 shares
    Change vs previous 13F -105 shares

    1.28% of the 13F portfolio, value $2,508,981.

    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 9,972 shares
    Change vs previous 13F -94 shares

    1.3% of the 13F portfolio, value $2,363,165.

    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 10,066 shares
    Change vs previous 13F -300 shares

    1.36% of the 13F portfolio, value $2,227,257.

    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 10,366 shares
    Change vs previous 13F -170 shares

    1.5% of the 13F portfolio, value $2,490,742.

    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 10,536 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,499,245.

    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).