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
- period ended2026-06-3013F 12,132 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,732 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,822 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,937 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,941 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,942 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,129 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,331 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).