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SWP Investment Management LLC: GS position timeline

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

SWP Investment Management LLC held 3,484 GS 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 3,484 shares
    Change vs previous 13F +120 shares

    2.43% of the 13F portfolio, value $3,523,613.

    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 3,364 shares
    Change vs previous 13F +911 shares

    2.13% of the 13F portfolio, value $2,845,910.

    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 2,453 shares
    Change vs previous 13F +412 shares

    1.56% of the 13F portfolio, value $2,156,187.

    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 2,041 shares
    Change vs previous 13F -782 shares

    1.6% of the 13F portfolio, value $1,625,350.

    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 2,823 shares
    Change vs previous 13F +16 shares

    2.36% of the 13F portfolio, value $1,997,978.

    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 2,807 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $1,533,436.

    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).