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Allied Private Wealth LLC

Position in SWZ — Total Return Securities Fund

CIK 2132253 BOCA RATON, FL

Position in SWZ

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$3,676
New position
Shares Held
619
first reported quarter
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 4 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

All Filings in SWZ

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $3,676 619