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SWP FINANCIAL LLC: VV position timeline

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

SWP FINANCIAL LLC held 12,132 VV 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 12,132 shares
    Change vs previous 13F -600 shares

    1.93% of the 13F portfolio, value $4,172,465.

    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 12,732 shares
    Change vs previous 13F -1,090 shares

    1.94% of the 13F portfolio, value $3,804,979.

    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 13,822 shares
    Change vs previous 13F -115 shares

    2.18% of the 13F portfolio, value $4,351,247.

    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 13,937 shares
    Change vs previous 13F -4 shares

    2.18% of the 13F portfolio, value $4,290,601.

    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 13,941 shares
    Change vs previous 13F -1 shares

    2.19% of the 13F portfolio, value $3,977,491.

    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 13,942 shares
    Change vs previous 13F -187 shares

    2.19% of the 13F portfolio, value $3,583,624.

    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 14,129 shares
    Change vs previous 13F -202 shares

    2.3% of the 13F portfolio, value $3,810,591.

    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 14,331 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $3,773,209.

    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).