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
0.165%
of shares outstanding
% of Portfolio
0.02%
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)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026Evernest Financial Advisors, LLC holds $51,150 across 1 Advertising Agencies name. SWAG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWAG |
Stran & Company, Inc.
This page
|
31,000 | $51,150 |
All Filings in SWAG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,150 | 31,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $92,960 | 56,000 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||