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Swan Global Investments, LLC: SGOL position timeline

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

Swan Global Investments, LLC held 15,700 SGOL 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 15,700 shares
    Change vs previous 13F +900 shares

    0.03% of the 13F portfolio, value $600,211.

    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 14,800 shares
    Change vs previous 13F -3,112 shares

    0.04% of the 13F portfolio, value $660,376.

    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 17,912 shares
    Change vs previous 13F -17,126 shares

    0.03% of the 13F portfolio, value $735,825.

    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 35,038 shares
    Change vs previous 13F +1,941 shares

    0.06% of the 13F portfolio, value $1,289,749.

    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 33,097 shares
    Change vs previous 13F +3,000 shares

    0.05% of the 13F portfolio, value $1,043,879.

    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 30,097 shares
    Change vs previous 13F +9,610 shares

    0.05% of the 13F portfolio, value $897,493.

    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 20,487 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $513,199.

    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).