Swan Global Investments, LLC: PSFO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Swan Global Investments, LLC on PSFO, newest first. How the timeline and the estimate are built.
Swan Global Investments, LLC held 840,907 PSFO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 840,907 sharesChange vs previous 13F -17,592 shares
1.33% of the 13F portfolio, value $29,120,609.
13F-HR 0001591505-26-000004 filed by Swan Global Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 858,499 sharesChange vs previous 13F -37,101 shares
1.46% of the 13F portfolio, value $27,205,833.
13F-HR 0001591505-26-000003 filed by Swan Global Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 895,600 sharesChange vs previous 13F +514,736 shares
1.38% of the 13F portfolio, value $29,017,440.
13F-HR 0001591505-26-000002 filed by Swan Global Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 380,864 sharesChange vs previous 13F +8,327 shares
0.54% of the 13F portfolio, value $12,100,049.
13F-HR 0001591505-25-000006 filed by Swan Global Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 372,537 sharesChange vs previous 13F -32,994 shares
0.52% of the 13F portfolio, value $11,228,265.
13F-HR 0001591505-25-000004 filed by Swan Global Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 405,531 sharesChange vs previous 13F -10,630 shares
0.58% of the 13F portfolio, value $11,423,808.
13F-HR 0001591505-25-000003 filed by Swan Global Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 416,161 sharesChange vs previous 13F -14,228 shares
0.58% of the 13F portfolio, value $11,939,659.
13F-HR 0001591505-25-000001 filed by Swan Global Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 430,389 sharesChange vs previous 13F not available
0.59% of the 13F portfolio, value $12,149,881.
13F-HR 0001591505-24-000006 filed by Swan Global Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).