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Swan Global Investments, LLC: PSFM position timeline

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

Swan Global Investments, LLC held 507,781 PSFM 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 507,781 shares
    Change vs previous 13F +102,651 shares

    0.81% of the 13F portfolio, value $17,701,246.

    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 405,130 shares
    Change vs previous 13F -17,511 shares

    0.71% of the 13F portfolio, value $13,142,417.

    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 422,641 shares
    Change vs previous 13F -24,572 shares

    0.64% of the 13F portfolio, value $13,452,663.

    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 447,213 shares
    Change vs previous 13F -11,252 shares

    0.62% of the 13F portfolio, value $13,948,573.

    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 458,465 shares
    Change vs previous 13F -40,632 shares

    0.64% of the 13F portfolio, value $13,845,643.

    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 499,097 shares
    Change vs previous 13F -13,083 shares

    0.73% of the 13F portfolio, value $14,289,147.

    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 512,180 shares
    Change vs previous 13F -17,516 shares

    0.73% of the 13F portfolio, value $15,196,381.

    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 529,696 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $15,387,669.

    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).