Position in SWZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$275,472
+$46,695 QoQ
Shares Held
46,454
+26.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,472 | 46,454 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $228,777 | 36,781 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||