Position in BR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$400,675
-$491,781 QoQ
Shares Held
2,466
-38.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026SWMG, LLC holds $366,416 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,303 | $366,416 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,675 | 2,466 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $892,456 | 3,999 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,152,504 | 4,839 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $880,011 | 3,621 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $756,717 | 3,121 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $712,183 | 3,150 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $679,709 | 3,161 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||