Position in SWZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,177,052
+$1,012,133 QoQ
Shares Held
198,157
+612.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#7
of 41 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWZ Over Time
Shares Held
Position Value (USD)
All Filings in SWZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,177,052 | 198,157 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $164,919 | 27,811 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $172,984 | 27,811 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $238,024 | 31,779 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $162,739 | 20,166 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||