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Swan Global Investments, LLC: BOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Swan Global Investments, LLC on BOXX, newest first. How the timeline and the estimate are built.

Swan Global Investments, LLC held 6,500 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,500 shares
    Change vs previous 13F -1,800 shares

    0.03% of the 13F portfolio, value $761,085.

    13F-HR 0001591505-26-000004 filed by Swan Global Investments, 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 8,300 shares
    Change vs previous 13F -2,500 shares

    0.05% of the 13F portfolio, value $965,207.

    13F-HR 0001591505-26-000003 filed by Swan Global Investments, 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 10,800 shares
    Change vs previous 13F -1,900 shares

    0.06% of the 13F portfolio, value $1,243,080.

    13F-HR 0001591505-26-000002 filed by Swan Global Investments, 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 12,700 shares
    Change vs previous 13F +2,200 shares

    0.06% of the 13F portfolio, value $1,446,022.

    13F-HR 0001591505-25-000006 filed by Swan Global Investments, 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 10,500 shares
    Change vs previous 13F +4,500 shares

    0.05% of the 13F portfolio, value $1,183,140.

    13F-HR 0001591505-25-000004 filed by Swan Global Investments, 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 6,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $668,940.

    13F-HR 0001591505-25-000003 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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