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Swan Global Investments, LLC: PSMR position timeline

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

Swan Global Investments, LLC held 2,411,647 PSMR 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 2,411,647 shares
    Change vs previous 13F +137,180 shares

    3.54% of the 13F portfolio, value $77,630,917.

    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 2,274,467 shares
    Change vs previous 13F -98,335 shares

    3.71% of the 13F portfolio, value $69,098,307.

    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 2,372,802 shares
    Change vs previous 13F -138,013 shares

    3.35% of the 13F portfolio, value $70,709,500.

    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 2,510,815 shares
    Change vs previous 13F -79,401 shares

    3.25% of the 13F portfolio, value $73,466,447.

    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 2,590,216 shares
    Change vs previous 13F +649,938 shares

    3.41% of the 13F portfolio, value $73,639,841.

    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 1,940,278 shares
    Change vs previous 13F -50,877 shares

    2.67% of the 13F portfolio, value $52,659,145.

    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 1,991,155 shares
    Change vs previous 13F -68,145 shares

    2.69% of the 13F portfolio, value $55,593,048.

    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 2,059,300 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $56,404,227.

    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).