Skip to content
Disclosery

SWP Investment Management LLC: BX position timeline

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

SWP Investment Management LLC held 26,373 BX 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 26,373 shares
    Change vs previous 13F +980 shares

    2.14% of the 13F portfolio, value $3,103,311.

    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 25,393 shares
    Change vs previous 13F +5,810 shares

    2.18% of the 13F portfolio, value $2,919,941.

    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 19,583 shares
    Change vs previous 13F +5,031 shares

    2.19% of the 13F portfolio, value $3,018,524.

    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 14,552 shares
    Change vs previous 13F +1,259 shares

    2.44% of the 13F portfolio, value $2,486,209.

    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 13,293 shares
    Change vs previous 13F +7,876 shares

    2.35% of the 13F portfolio, value $1,988,367.

    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 5,417 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $757,188.

    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).