Position in SWZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$60,522
-$3,219 QoQ
Shares Held
10,189
-5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#35
of 41 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWZ Over Time
Shares Held
Position Value (USD)
All Filings in SWZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,522 | 10,189 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $63,741 | 10,749 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $95,016 | 15,276 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||