SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / PICK

Swaine & Leidel Wealth Services, LLC’s Ishares Inc Position

Does Swaine & Leidel Wealth Services, LLC own Ishares Inc (PICK)? Yes — 4.2K shares worth $4M (+3.20% of its 13F portfolio) as of Q1 2022, down from 52.0K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
4.2K
% of Portfolio
+3.20%
Quarters Held
4
currently held

Position History PICK

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ1 ’21Q3 ’21: $2MQ3 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20224.2K$4M+3.20%
Q3 202152.0K$2M+1.87%
Q1 202198.9K$4M+2.69%
Q4 202094.5K$3M+2.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of PICK.