Skip to content
Disclosery

Swan Global Investments, LLC: PSMJ position timeline

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

Swan Global Investments, LLC held 2,347,266 PSMJ 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 2,347,266 shares
    Change vs previous 13F +108,723 shares

    3.62% of the 13F portfolio, value $79,408,009.

    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 2,238,543 shares
    Change vs previous 13F -96,789 shares

    3.82% of the 13F portfolio, value $71,252,824.

    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 2,335,332 shares
    Change vs previous 13F -135,829 shares

    3.56% of the 13F portfolio, value $75,221,044.

    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 2,471,161 shares
    Change vs previous 13F +423,685 shares

    3.45% of the 13F portfolio, value $77,989,841.

    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 2,047,476 shares
    Change vs previous 13F -181,543 shares

    2.87% of the 13F portfolio, value $62,099,947.

    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 2,229,019 shares
    Change vs previous 13F -58,454 shares

    3.15% of the 13F portfolio, value $62,011,309.

    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 2,287,473 shares
    Change vs previous 13F -78,289 shares

    3.14% of the 13F portfolio, value $65,032,857.

    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 2,365,762 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $66,075,733.

    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).