MCCARTER PRIVATE WEALTH SERVICES LLC
Position in SWZ — Total Return Securities Fund
CIK 2036922
Boston, MA
Position in SWZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$85,735
-$4,193 QoQ
Shares Held
14,458
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,735 | 14,458 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $89,928 | 14,458 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $87,910 | 14,459 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $91,670 | 14,459 | Shares | Other | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||