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Disclosery

SWP Investment Management LLC: AZN position timeline

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

SWP Investment Management LLC held 16,095 AZN shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,095 shares
    Change vs previous 13F +600 shares

    2.11% of the 13F portfolio, value $3,051,934.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management 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 15,495 shares
    Change vs previous 13F -14,896 shares

    2.28% of the 13F portfolio, value $3,055,924.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management 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 30,391 shares
    Change vs previous 13F +1,795 shares

    2.03% of the 13F portfolio, value $2,793,845.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management 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 28,596 shares
    Change vs previous 13F +2,541 shares

    2.16% of the 13F portfolio, value $2,193,885.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management 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 26,055 shares
    Change vs previous 13F +231 shares

    2.15% of the 13F portfolio, value $1,820,723.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management 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 25,824 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $1,898,064.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).