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Disclosery

SWP FINANCIAL LLC: VUG position timeline

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

SWP FINANCIAL LLC held 182,247 VUG 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 182,247 shares
    Change vs previous 13F +149,919 shares

    7.26% of the 13F portfolio, value $15,698,796.

    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 32,328 shares
    Change vs previous 13F +2,163 shares

    7.2% of the 13F portfolio, value $14,120,607.

    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 30,165 shares
    Change vs previous 13F -19 shares

    7.39% of the 13F portfolio, value $14,716,219.

    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 30,184 shares
    Change vs previous 13F -190 shares

    7.38% of the 13F portfolio, value $14,485,274.

    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 30,374 shares
    Change vs previous 13F -7,651 shares

    7.32% of the 13F portfolio, value $13,316,023.

    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 38,025 shares
    Change vs previous 13F +3,286 shares

    8.61% of the 13F portfolio, value $14,100,483.

    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 34,739 shares
    Change vs previous 13F +5,004 shares

    8.6% of the 13F portfolio, value $14,258,300.

    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 29,735 shares
    Change vs previous 13F not available

    6.97% of the 13F portfolio, value $11,416,159.

    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).