Ancora Advisors LLC

Position in SWZ — Total Return Securities Fund

CIK 1446114 Cleveland, OH

Position in SWZ

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,333

-$309 QoQ

Shares Held

1,068

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,333	1,068	0.0%	Shares	Sole	2026-05-15
2025-12-31	$6,642	1,068	0.0%	Shares	Sole	2026-02-17
2025-09-30	$6,493	1,068	0.0%	Shares	Sole	2025-11-14
2025-06-30	$6,771	1,068	0.0%	Shares	Sole	2025-08-14
2025-03-31	$9,846	1,068	0.0%	Shares	Sole	2025-05-15
2024-12-31	$7,999	1,068	0.0%	Shares	Sole	2025-02-14
2024-09-30	$9,558	1,068	0.0%	Shares	Sole	2024-11-14
2024-06-30	$8,618	1,068	0.0%	Shares	Sole	2024-08-14
2024-03-31	$8,469	1,068	0.0%	Shares	Sole	2024-05-16
2023-12-31	$8,757	1,068	0.0%	Shares	Sole	2024-02-14
2023-09-30	$8,159	1,068	0.0%	Shares	Sole	2023-11-14
2023-06-30	$8,778	1,068	0.0%	Shares	Sole	2023-08-14
2023-03-31	$8,469	1,068	0.0%	Shares	Sole	2023-05-16
2022-12-31	$8,074	1,068	0.0%	Shares	Sole	2023-02-14
2022-09-30	$7,251	1,068	0.0%	Shares	Sole	2022-11-14
2022-06-30	$8,394	1,068	-0.9%	Shares	Sole	2022-08-15
2022-03-31	$9,939	1,078	0.0%	Shares	Sole	2022-05-16
2021-12-31	$10,715	1,078	0.0%	Shares	Sole	2022-02-14
2021-09-30	$9,896	1,078	0.0%	Shares	Sole	2021-11-15
2021-06-30	$10,488	1,078	0.0%	Shares	Sole	2021-11-12
2021-03-31	$9,475	1,078	0.0%	Shares	Sole	2021-11-12
2020-12-31	$9,637	1,078	0.0%	Shares	Sole	2021-11-12
2020-09-30	$8,925	1,078	0.0%	Shares	Sole	2021-11-12
2020-06-30	$8,451	1,078	0.0%	Shares	Sole	2021-11-12
2020-03-31	$7,492	1,078	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.