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Swan Global Investments, LLC: PSMO position timeline

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

Swan Global Investments, LLC held 2,633,439 PSMO 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 2,633,439 shares
    Change vs previous 13F -50,937 shares

    3.91% of the 13F portfolio, value $85,665,771.

    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 2,684,376 shares
    Change vs previous 13F -116,057 shares

    4.35% of the 13F portfolio, value $81,014,468.

    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 2,800,433 shares
    Change vs previous 13F +713,367 shares

    4.08% of the 13F portfolio, value $86,141,319.

    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 2,087,066 shares
    Change vs previous 13F -15,864 shares

    2.78% of the 13F portfolio, value $62,925,040.

    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 2,102,930 shares
    Change vs previous 13F -186,463 shares

    2.81% of the 13F portfolio, value $60,795,706.

    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 2,289,393 shares
    Change vs previous 13F +109,031 shares

    3.16% of the 13F portfolio, value $62,179,914.

    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 2,180,362 shares
    Change vs previous 13F +950,778 shares

    2.91% of the 13F portfolio, value $60,177,991.

    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 1,229,584 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $33,383,206.

    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).