Luminist Capital LLC SWPPX — SCHWAB S&P 500 INDEX

Ownership history in Luminist Capital LLC  ·  4 quarters on record

AI Ownership Summary

Luminist Capital LLC reported SCHWAB S&P 500 INDEX (SWPPX) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.14% in 2026 Q3. The latest visible filing shows SWPPX at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SWPPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Luminist Capital LLC's position in SCHWAB S&P 500 INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SWPPX was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Luminist Capital LLC held SWPPX — position size vs. price
% of Fund (quarterly)    SWPPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 7,024 +5,493 +358.8% 0.14% $139K 2026-11-10 $19.45
2026 Q2 ADDED — — — 1,531 +1,471 +2451.7% 0.03% $30K 2026-08-07 $20.00
2025 Q1 UNCHANGED — — — 60 — 0% 0.01% $5K 2025-05-14 $14.98
2024 Q4 INITIATED — — — 60 — — 0.01% $5K 2025-02-14 $15.49

FAQ About Luminist Capital LLC and SWPPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Luminist Capital LLC reported owning SWPPX?

Luminist Capital LLC reported SWPPX across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported SWPPX position in Luminist Capital LLC's portfolio?

The largest reported portfolio weight for SWPPX was 0.14% in 2026 Q3.

What is the latest reported SWPPX position on this page?

The most recent filing on this page is 2026 Q3, when Luminist Capital LLC reported 7,024 shares, equal to 0.14% of portfolio, with an estimated market value of $139K.

What does the chart on this SWPPX ownership page compare?

The chart compares Luminist Capital LLC's quarterly SWPPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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