MSFP
SWMR

Mark Sheptoff Financial Planning’s Swarmer Inc SWMR Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$3K Buy
+100
New +$3.92K ﹤0.01% 468

Other funds holding SWMR

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TC
T3 Companies New York $76.8M AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Mark Sheptoff Financial Planning's SWMR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Swarmer Inc (SWMR) in Q1 2026: 100 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings.

33 funds tracked by Wall St. Rank hold SWMR as of Q1 2026.

  • Mark Sheptoff Financial Planning held 100 shares of Swarmer Inc worth $3K as of Q1 2026.
  • Swarmer Inc was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • Swarmer Inc made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #468 holding.
  • 33 funds tracked by Wall St. Rank held Swarmer Inc as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.