Position in SWZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$282,214
-$3,830,107 QoQ
Shares Held
47,591
-92.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in SWZ Over Time
Shares Held
Position Value (USD)
All Filings in SWZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,214 | 47,591 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,112,321 | 661,145 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,176,619 | 193,523 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $951,367 | 150,058 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,256 | 4,800 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||