Position in SWZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$103,388
+$37,675 QoQ
Shares Held
17,435
+65.0% 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 | $103,388 | 17,435 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $65,713 | 10,565 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $59,796 | 9,835 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $59,335 | 9,359 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $83,938 | 9,104 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $76,674 | 10,237 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $91,621 | 10,237 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $82,612 | 10,237 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $72,344 | 9,123 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $74,816 | 9,124 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $35,319 | 4,623 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $41,116 | 5,002 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $77,721 | 9,801 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $84,973 | 11,240 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $514,980 | 75,844 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $778,704 | 99,072 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $943,297 | 102,310 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,074,771 | 108,126 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,388,101 | 1,240,534 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,025,568 | 1,235,927 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,765,366 | 1,224,729 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,498,437 | 1,174,322 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,188,298 | 1,109,698 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $7,828,420 | 998,523 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,181,967 | 745,607 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||