Position in SWAG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$343,828
-$10,206 QoQ
Shares Held
11,978
-30.2% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 27 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWAG Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026AE Wealth Management LLC holds $31,561,516 across 3 Advertising Agencies names. SWAG ranks #3 (1.1% of the industry book) .
No Holdings History
No holdings records found for this institution in SWAG.