COMMONWEALTH EQUITY SERVICES, LLC
Holdings in SWZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $512,907 | 82,461 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $746,587 | 122,794 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $977,304 | 154,149 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,150,914 | 124,828 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $936,070 | 124,976 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,108,690 | 123,876 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $1,001,664 | 124,122 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $1,027,910 | 129,623 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,064,556 | 129,824 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $983,863 | 128,778 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $1,054,823 | 128,324 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,000,123 | 126,119 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $988,742 | 130,786 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $983,246 | 144,808 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,223,236 | 155,628 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $1,425,080 | 154,564 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,546,703 | 155,604 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $1,429,913 | 155,764 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $1,507,965 | 154,981 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $1,425,008 | 162,117 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $1,549,588 | 173,332 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $1,526,045 | 184,305 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $1,539,627 | 196,381 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $1,380,742 | 198,668 | Shares | Sole | 2020-05-11 |