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Disclosery

SWP FINANCIAL LLC: VTV position timeline

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

SWP FINANCIAL LLC held 77,089 VTV 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 77,089 shares
    Change vs previous 13F -17,614 shares

    7.77% of the 13F portfolio, value $16,799,922.

    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 94,703 shares
    Change vs previous 13F -7,846 shares

    9.48% of the 13F portfolio, value $18,580,685.

    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 102,549 shares
    Change vs previous 13F +20,757 shares

    9.83% of the 13F portfolio, value $19,585,774.

    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 81,792 shares
    Change vs previous 13F +3,383 shares

    7.77% of the 13F portfolio, value $15,253,392.

    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 78,409 shares
    Change vs previous 13F +2,594 shares

    7.61% of the 13F portfolio, value $13,858,036.

    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 75,815 shares
    Change vs previous 13F +8,605 shares

    8% of the 13F portfolio, value $13,096,312.

    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 67,210 shares
    Change vs previous 13F -18,650 shares

    6.86% of the 13F portfolio, value $11,378,654.

    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 85,860 shares
    Change vs previous 13F not available

    9.15% of the 13F portfolio, value $14,988,648.

    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).