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Disclosery

SWP FINANCIAL LLC: VMBS position timeline

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

SWP FINANCIAL LLC held 125,850 VMBS 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 125,850 shares
    Change vs previous 13F +9,317 shares

    2.72% of the 13F portfolio, value $5,891,055.

    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 116,533 shares
    Change vs previous 13F +1,799 shares

    2.79% of the 13F portfolio, value $5,471,203.

    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 114,734 shares
    Change vs previous 13F +3,133 shares

    2.71% of the 13F portfolio, value $5,401,653.

    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 111,601 shares
    Change vs previous 13F +3,236 shares

    2.67% of the 13F portfolio, value $5,240,783.

    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 108,365 shares
    Change vs previous 13F +3,768 shares

    2.76% of the 13F portfolio, value $5,021,634.

    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 104,597 shares
    Change vs previous 13F -31,733 shares

    2.96% of the 13F portfolio, value $4,843,887.

    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 136,330 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $6,181,202.

    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).