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Noble Wealth Management PBC: SWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Noble Wealth Management PBC on SWZ, newest first. How the timeline and the estimate are built.

Noble Wealth Management PBC held 38,882 SWZ shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,882 shares
    Change vs previous 13F -4,000 shares

    0.1% of the 13F portfolio, value $221,627.

    13F-HR 0002055065-26-000007 filed by Noble Wealth Management PBC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,882 shares
    Change vs previous 13F -26,497 shares

    0.12% of the 13F portfolio, value $254,719.

    13F-HR 0002055065-26-000005 filed by Noble Wealth Management PBC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 69,379 shares
    Change vs previous 13F -32,545 shares

    0.21% of the 13F portfolio, value $411,417.

    13F-HR 0002055065-26-000004 filed by Noble Wealth Management PBC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 101,924 shares
    Change vs previous 13F +47,712 shares

    0.32% of the 13F portfolio, value $633,967.

    13F-HR 0002055065-26-000002 filed by Noble Wealth Management PBC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 54,212 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $329,609.

    13F-HR 0002055065-26-000003 filed by Noble Wealth Management PBC
    Filed (acceptance time not in the bulk data set), ingested

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