Position in SWZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$138,423
+$61,065 QoQ
Shares Held
23,343
+87.7% 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 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.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 | $138,423 | 23,343 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $77,358 | 12,437 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $29,828 | 4,906 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $26,063 | 4,111 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $69,989 | 7,591 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $36,094 | 4,819 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $42,754 | 4,777 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $42,577 | 5,276 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $20,054 | 2,529 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $20,737 | 2,529 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $23,545 | 3,082 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,333 | 3,082 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $24,439 | 3,082 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,389 | 3,094 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $20,925 | 3,082 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,223 | 3,082 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $28,415 | 3,082 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $46,031 | 4,631 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $42,512 | 4,631 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $15,869 | 1,631 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $4,649 | 529 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,729 | 529 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,653 | 562 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,147 | 529 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,676 | 529 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||