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Swan Global Investments, LLC: XLB position timeline

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

Swan Global Investments, LLC held 91,056 XLB 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 91,056 shares
    Change vs previous 13F +212 shares

    0.21% of the 13F portfolio, value $4,628,376.

    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 90,844 shares
    Change vs previous 13F -26,424 shares

    0.24% of the 13F portfolio, value $4,539,475.

    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 117,268 shares
    Change vs previous 13F +41,990 shares

    0.25% of the 13F portfolio, value $5,318,104.

    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 75,278 shares
    Change vs previous 13F -12,220 shares

    0.3% of the 13F portfolio, value $6,746,414.

    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 87,498 shares
    Change vs previous 13F -7,797 shares

    0.36% of the 13F portfolio, value $7,683,199.

    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 95,295 shares
    Change vs previous 13F -7,545 shares

    0.42% of the 13F portfolio, value $8,193,464.

    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 102,840 shares
    Change vs previous 13F -15,898 shares

    0.42% of the 13F portfolio, value $8,652,958.

    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 118,738 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $11,443,968.

    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).