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Disclosery

Bulldog Investors, LLP: SWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bulldog Investors, LLP on SWZ, newest first. How the timeline and the estimate are built.

Bulldog Investors, LLP held 40,334 SWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,334 shares
    Change vs previous 13F +547 shares

    0.05% of the 13F portfolio, value $239,584.

    13F-HR 0001398344-26-014636 filed by Bulldog Investors, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,787 shares
    Change vs previous 13F -122,116 shares

    0.05% of the 13F portfolio, value $235,937.

    13F-HR 0001398344-26-008719 filed by Bulldog Investors, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 161,903 shares
    Change vs previous 13F +55,001 shares

    0.22% of the 13F portfolio, value $1,007,037.

    13F-HR 0001398344-26-003036 filed by Bulldog Investors, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 106,902 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $649,964.

    13F-HR 0001398344-25-020984 filed by Bulldog Investors, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 106,902 shares
    Change vs previous 13F -130,570 shares

    0.17% of the 13F portfolio, value $677,759.

    13F-HR 0001398344-25-015654 filed by Bulldog Investors, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 237,472 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,189,492.

    13F-HR 0001398344-25-009632 filed by Bulldog Investors, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 237,472 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,778,689.

    13F-HR 0001398344-25-002898 filed by Bulldog Investors, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 237,472 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,125,374.

    13F-HR 0001398344-24-020861 filed by Bulldog Investors, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).