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Swan Global Investments, LLC: XLF position timeline

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

Swan Global Investments, LLC held 572,383 XLF 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 572,383 shares
    Change vs previous 13F +1,358 shares

    1.4% of the 13F portfolio, value $30,685,453.

    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 571,025 shares
    Change vs previous 13F -170,695 shares

    1.51% of the 13F portfolio, value $28,191,504.

    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 741,720 shares
    Change vs previous 13F -195,399 shares

    1.93% of the 13F portfolio, value $40,624,004.

    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 937,119 shares
    Change vs previous 13F -152,346 shares

    2.23% of the 13F portfolio, value $50,482,601.

    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 1,089,465 shares
    Change vs previous 13F -95,225 shares

    2.64% of the 13F portfolio, value $57,055,282.

    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 1,184,690 shares
    Change vs previous 13F -93,931 shares

    2.99% of the 13F portfolio, value $59,009,409.

    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 1,278,621 shares
    Change vs previous 13F -174,876 shares

    2.99% of the 13F portfolio, value $61,795,753.

    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 1,453,497 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $65,872,484.

    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).