Position in SWZ
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$62,531
-$3,058 QoQ
Shares Held
10,545
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SWZ Over Time
Shares Held
Position Value (USD)
All Filings in SWZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,531 | 10,545 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $65,589 | 10,545 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $64,113 | 10,545 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $66,855 | 10,545 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||