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Swan Global Investments, LLC: PSFD position timeline

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

Swan Global Investments, LLC held 824,213 PSFD 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 824,213 shares
    Change vs previous 13F -4,218 shares

    1.5% of the 13F portfolio, value $32,836,646.

    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 828,431 shares
    Change vs previous 13F +179,926 shares

    1.62% of the 13F portfolio, value $30,237,732.

    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 648,505 shares
    Change vs previous 13F -7,145 shares

    1.15% of the 13F portfolio, value $24,234,632.

    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 655,650 shares
    Change vs previous 13F -22,697 shares

    1.05% of the 13F portfolio, value $23,806,652.

    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 678,347 shares
    Change vs previous 13F -60,138 shares

    1.09% of the 13F portfolio, value $23,518,290.

    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 738,485 shares
    Change vs previous 13F -19,360 shares

    1.22% of the 13F portfolio, value $23,971,223.

    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 757,845 shares
    Change vs previous 13F -25,929 shares

    1.21% of the 13F portfolio, value $25,077,091.

    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 783,774 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $25,362,927.

    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).