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Evernest Financial Advisors, LLC

Position in SWAG — Stran & Company, Inc.

CIK 2009530 CARMEL, IN

Position in SWAG

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$51,150
-$41,810 QoQ
Shares Held
31,000
-44.6% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SWAG Over Time

Shares Held

Position Value (USD)

All Filings in SWAG

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $51,150 31,000
2025-12-31 $92,960 56,000