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Swan Global Investments, LLC: SCLZ position timeline

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

Swan Global Investments, LLC held 25,295 SCLZ 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 25,295 shares
    Change vs previous 13F +951 shares

    0.06% of the 13F portfolio, value $1,417,532.

    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 24,344 shares
    Change vs previous 13F -847 shares

    0.07% of the 13F portfolio, value $1,258,828.

    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 25,191 shares
    Change vs previous 13F +1,600 shares

    0.07% of the 13F portfolio, value $1,378,955.

    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 23,591 shares
    Change vs previous 13F +500 shares

    0.06% of the 13F portfolio, value $1,282,407.

    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 23,091 shares
    Change vs previous 13F -143 shares

    0.06% of the 13F portfolio, value $1,220,359.

    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 23,234 shares
    Change vs previous 13F +5,287 shares

    0.06% of the 13F portfolio, value $1,212,118.

    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 17,947 shares
    Change vs previous 13F +9,487 shares

    0.05% of the 13F portfolio, value $955,498.

    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 8,460 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $455,233.

    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).