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Disclosery

Vident Advisory, LLC: SWBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vident Advisory, LLC on SWBI, newest first. How the timeline and the estimate are built.

Vident Advisory, LLC held 21,661 SWBI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,661 shares
    Change vs previous 13F -221 shares

    <0.01% of the 13F portfolio, value $325,787.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 21,882 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $313,574.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 21,968 shares
    Change vs previous 13F -7,147 shares

    <0.01% of the 13F portfolio, value $216,824.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 29,115 shares
    Change vs previous 13F -9,538 shares

    <0.01% of the 13F portfolio, value $286,201.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 38,653 shares
    Change vs previous 13F -5,994 shares

    <0.01% of the 13F portfolio, value $335,514.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 44,647 shares
    Change vs previous 13F -6,277 shares

    0.01% of the 13F portfolio, value $416,115.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 50,924 shares
    Change vs previous 13F +19,017 shares

    0.01% of the 13F portfolio, value $514,612.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 31,907 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $414,196.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).