Skip to content
Disclosery

Swan Global Investments, LLC: XLK position timeline

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

Swan Global Investments, LLC held 560,690 XLK 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 560,690 shares
    Change vs previous 13F +1,302 shares

    4.88% of the 13F portfolio, value $106,822,659.

    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 559,388 shares
    Change vs previous 13F -163,914 shares

    3.99% of the 13F portfolio, value $74,342,665.

    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 723,302 shares
    Change vs previous 13F +259,761 shares

    4.93% of the 13F portfolio, value $104,133,789.

    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 463,541 shares
    Change vs previous 13F -75,020 shares

    5.78% of the 13F portfolio, value $130,653,666.

    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 538,561 shares
    Change vs previous 13F -48,492 shares

    6.31% of the 13F portfolio, value $136,379,802.

    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 587,053 shares
    Change vs previous 13F -49,691 shares

    6.15% of the 13F portfolio, value $121,214,703.

    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 636,744 shares
    Change vs previous 13F -52,193 shares

    7.16% of the 13F portfolio, value $148,055,715.

    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 688,937 shares
    Change vs previous 13F not available

    7.5% of the 13F portfolio, value $155,534,417.

    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).