Holdings in SWKH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$660,480 |
38,400 |
+142.2%
|
Shares |
Defined |
2026-02-10 |
| 2025-09-30 |
$230,675 |
15,854 |
+19.2%
|
Shares |
Defined |
2025-11-14 |
| 2024-06-30 |
$179,122 |
13,305 |
-0.9%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$185,367 |
13,429 |
-0.6%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$187,592 |
13,505 |
+0.6%
|
Shares |
Defined |
2024-05-14 |
| 2023-09-30 |
$167,596 |
13,429 |
+6.5%
|
Shares |
Defined |
2024-05-15 |
| 2023-06-30 |
$167,201 |
12,605 |
-28.0%
|
Shares |
Defined |
2024-05-14 |
| 2023-03-31 |
$247,718 |
17,504 |
+57.2%
|
Shares |
Defined |
2024-05-14 |
| 2022-12-31 |
$155,684 |
11,138 |
-11.0%
|
Shares |
Defined |
2024-05-14 |
| 2022-06-30 |
$173,274 |
12,517 |
-6.2%
|
Shares |
Defined |
2024-05-14 |
| 2021-06-30 |
$185,665 |
13,351 |
-53.0%
|
Shares |
Defined |
2021-08-13 |
| 2020-09-30 |
$314,844 |
28,381 |
—
|
Shares |
Defined |
2020-11-13 |