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Swan Global Investments, LLC: MSFT position timeline

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

Swan Global Investments, LLC held 34,410 MSFT 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 34,410 shares
    Change vs previous 13F +32,156 shares

    0.59% of the 13F portfolio, value $12,835,618.

    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 2,254 shares
    Change vs previous 13F +473 shares

    0.04% of the 13F portfolio, value $834,363.

    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 1,781 shares
    Change vs previous 13F +181 shares

    0.04% of the 13F portfolio, value $861,327.

    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 1,600 shares
    Change vs previous 13F -88 shares

    0.04% of the 13F portfolio, value $828,720.

    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 1,688 shares
    Change vs previous 13F +297 shares

    0.04% of the 13F portfolio, value $839,628.

    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 1,391 shares
    Change vs previous 13F +505 shares

    0.03% of the 13F portfolio, value $522,167.

    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 886 shares
    Change vs previous 13F +398 shares

    0.02% of the 13F portfolio, value $373,449.

    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 488 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,986.

    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).