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Swan Global Investments, LLC: XLC position timeline

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

Swan Global Investments, LLC held 196,236 XLC 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 196,236 shares
    Change vs previous 13F +483 shares

    0.96% of the 13F portfolio, value $21,022,763.

    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 195,753 shares
    Change vs previous 13F -60,574 shares

    1.16% of the 13F portfolio, value $21,701,178.

    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 256,327 shares
    Change vs previous 13F -66,470 shares

    1.43% of the 13F portfolio, value $30,174,814.

    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 322,797 shares
    Change vs previous 13F -50,403 shares

    1.69% of the 13F portfolio, value $38,209,481.

    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 373,200 shares
    Change vs previous 13F -37,313 shares

    1.88% of the 13F portfolio, value $40,503,396.

    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 410,513 shares
    Change vs previous 13F -33,025 shares

    2.01% of the 13F portfolio, value $39,593,979.

    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 443,538 shares
    Change vs previous 13F -78,076 shares

    2.08% of the 13F portfolio, value $42,938,914.

    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 521,614 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $47,153,906.

    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).