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Disclosery

SWP FINANCIAL LLC: VWO position timeline

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

SWP FINANCIAL LLC held 46,545 VWO 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 46,545 shares
    Change vs previous 13F -32,928 shares

    1.28% of the 13F portfolio, value $2,778,271.

    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 79,473 shares
    Change vs previous 13F -49,212 shares

    2.19% of the 13F portfolio, value $4,295,516.

    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 128,685 shares
    Change vs previous 13F +47,322 shares

    3.47% of the 13F portfolio, value $6,918,106.

    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 81,363 shares
    Change vs previous 13F +14,142 shares

    2.25% of the 13F portfolio, value $4,411,607.

    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 67,221 shares
    Change vs previous 13F +26,919 shares

    1.83% of the 13F portfolio, value $3,324,751.

    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 40,302 shares
    Change vs previous 13F +10,441 shares

    1.11% of the 13F portfolio, value $1,824,069.

    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 29,861 shares
    Change vs previous 13F +25,243 shares

    0.79% of the 13F portfolio, value $1,315,078.

    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 4,618 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $220,971.

    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).