Position in SWZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$146,118
+$11,973 QoQ
Shares Held
24,599
+37.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 41 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWZ Over Time
Shares Held
Position Value (USD)
All Filings in SWZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,118 | 24,599 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $134,145 | 17,910 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $158,289 | 17,686 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $109,154 | 13,526 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $105,865 | 13,350 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $88,199 | 10,756 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $159,085 | 16,350 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||