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SWP Investment Management LLC: C position timeline

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

SWP Investment Management LLC held 25,393 C 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 25,393 shares
    Change vs previous 13F +960 shares

    2.45% of the 13F portfolio, value $3,554,004.

    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 24,433 shares
    Change vs previous 13F +480 shares

    2.07% of the 13F portfolio, value $2,770,947.

    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 23,953 shares
    Change vs previous 13F +393 shares

    2.03% of the 13F portfolio, value $2,795,076.

    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 23,560 shares
    Change vs previous 13F +967 shares

    2.35% of the 13F portfolio, value $2,391,340.

    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 22,593 shares
    Change vs previous 13F +215 shares

    2.28% of the 13F portfolio, value $1,923,116.

    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 22,378 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $1,588,614.

    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).