Skip to content
Disclosery

Swan Global Investments, LLC: IVV position timeline

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

Swan Global Investments, LLC held 541,901 IVV 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 541,901 shares
    Change vs previous 13F -64,693 shares

    18.52% of the 13F portfolio, value $405,824,240.

    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 606,594 shares
    Change vs previous 13F -23,015 shares

    21.27% of the 13F portfolio, value $396,233,267.

    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 629,609 shares
    Change vs previous 13F -97,000 shares

    20.44% of the 13F portfolio, value $431,244,388.

    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 726,609 shares
    Change vs previous 13F -1,027 shares

    21.51% of the 13F portfolio, value $486,319,404.

    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 727,636 shares
    Change vs previous 13F -18,058 shares

    20.92% of the 13F portfolio, value $451,789,192.

    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 745,694 shares
    Change vs previous 13F +33,550 shares

    21.27% of the 13F portfolio, value $419,005,459.

    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).

  7. period ended2024-12-31
    13F 712,144 shares
    Change vs previous 13F +2,104 shares

    20.27% of the 13F portfolio, value $419,224,930.

    13F-HR 0001591505-25-000001 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).

  8. period ended2024-09-30
    13F 710,040 shares
    Change vs previous 13F not available

    19.75% of the 13F portfolio, value $409,565,273.

    13F-HR 0001591505-24-000006 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).