AdviceOne Advisory Services, LLC
Holdings in SWIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,169,339 | 184,148 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $990,715 | 130,186 | Shares | Sole | 2025-11-19 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,169,339 | 184,148 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $990,715 | 130,186 | Shares | Sole | 2025-11-19 |