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Disclosery

UHLMANN PRICE SECURITIES, LLC: SWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UHLMANN PRICE SECURITIES, LLC on SWZ, newest first. How the timeline and the estimate are built.

UHLMANN PRICE SECURITIES, LLC held 0 SWZ shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -111,654 shares

    13F-HR 0001035344-26-000001 filed by UHLMANN PRICE SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 111,654 shares
    Change vs previous 13F +7,045 shares

    0.42% of the 13F portfolio, value $678,863.

    13F-HR 0001035344-25-000006 filed by UHLMANN PRICE SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 104,609 shares
    Change vs previous 13F -39,228 shares

    0.47% of the 13F portfolio, value $663,223.

    13F-HR 0001085146-25-004253 filed by UHLMANN PRICE SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 143,837 shares
    Change vs previous 13F +2,918 shares

    0.98% of the 13F portfolio, value $1,326,222.

    13F-HR 0001085146-25-003904 filed by UHLMANN PRICE SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 140,919 shares
    Change vs previous 13F +41,234 shares

    0.8% of the 13F portfolio, value $1,055,517.

    13F-HR 0001085146-25-003903 filed by UHLMANN PRICE SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 99,685 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $892,162.

    13F-HR 0001085146-25-004309 filed by UHLMANN PRICE SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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