Position in SWZ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$280,459
+$149,379 QoQ
Shares Held
47,295
+124.4% 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 75.48366634950841.ToString("F0")%
Shared 0.ToString("F0")%
None 24.516333650491596.ToString("F0")%
Common Shares in SWZ Over Time
Shares Held
Position Value (USD)
All Filings in SWZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,459 | 47,295 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $131,080 | 21,074 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $86,104 | 14,162 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $104,584 | 16,496 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $411,092 | 44,587 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $440,546 | 58,818 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $622,329 | 69,534 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $576,068 | 71,384 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $665,604 | 83,935 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $739,763 | 90,215 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $562,510 | 73,627 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $560,118 | 68,141 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $418,061 | 52,719 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $274,941 | 36,368 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $247,420 | 36,439 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $286,308 | 36,426 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $287,405 | 31,172 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $280,417 | 28,211 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $258,976 | 28,211 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $286,655 | 29,461 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $257,519 | 29,297 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $261,781 | 29,282 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $262,524 | 31,706 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $285,689 | 36,440 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $181,262 | 26,081 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||