Position in SWZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$305,536
+$42,605 QoQ
Shares Held
51,524
+21.9% 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 1.3605310146727738.ToString("F0")%
Shared 0.ToString("F0")%
None 98.63946898532723.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 | $305,536 | 51,524 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $262,931 | 42,272 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $323,158 | 53,151 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $357,797 | 56,435 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $557,440 | 60,460 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $734,476 | 98,061 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,001,745 | 111,927 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $775,865 | 96,142 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $785,822 | 99,095 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $764,928 | 93,284 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $763,067 | 99,878 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $802,354 | 97,610 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $774,007 | 97,605 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $660,532 | 87,372 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $395,979 | 58,318 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $200,500 | 25,509 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $235,192 | 25,509 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $219,485 | 22,081 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $194,606 | 21,199 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $202,851 | 20,848 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $183,253 | 20,848 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $186,381 | 20,848 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $206,950 | 24,994 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $248,778 | 31,732 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $225,430 | 32,436 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||