IFP Advisors
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IFP Advisors’s Swarmer Inc SWMR Stock Holding History

IFP Advisors’s Portfolio SWMR Stock Details SWMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.57K Sell
200
-736
-79% -$26.2K ﹤0.01% 3975
2026
Q2 		$41.5K Buy
+936
New +$40.5K ﹤0.01% 2521

Other funds holding SWMR

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors's SWMR Position: Q3 2026 in Review

IFP Advisors reduced its Swarmer Inc (SWMR) stake by 79% in Q3 2026, selling an estimated $26.2K and leaving 200 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3975.

IFP Advisors first reported a position in SWMR in Q2 2026 and has held it in 2 quarters since. The position peaked at $41.5K in Q2 2026. 12 funds tracked by Wall St. Rank hold SWMR as of Q3 2026.

  • IFP Advisors held 200 shares of Swarmer Inc worth $3.57K as of Q3 2026.
  • IFP Advisors sold 736 Swarmer Inc shares in Q3 2026, an estimated $26.2K.
  • Swarmer Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3975 holding.
  • IFP Advisors first reported a position in Swarmer Inc in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's Swarmer Inc position peaked at $41.5K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Swarmer Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.