Total Return Securities Fund (SWZ)
SEC filings, insider trading & institutional ownership from EDGAR.
Couldn’t find the data you were looking for?
We haven’t added Total Return Securities Fund’s filings yet. We add companies and filings all the time.
Track SWZ and we’ll email you the moment its filings are in, free and with no account. Or create a free account to request coverage.
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
No filings are available yet.
Top holders
13F & 13D/G • latest quarter
| Holder | Filed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | Aug 14, 2026 | $5.15M |
| GARDNER RUSSO & QUINN LLC | Aug 13, 2026 | $580.1K |
| MORGAN STANLEY | Aug 13, 2026 | $276.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Aug 14, 2026 | $220K |
| WELLS FARGO & COMPANY/MN | Aug 14, 2026 | $104.6K |
SWZ's filings are public. The insight is one click away.
Scrutar's AI reads every SWZ filing and points out what matters. Red flags, risk shifts, disclosure quality and key relationships. Cited to the source, free with an account.
Never miss a SWZ filing.
Get an email when SWZ files its next 8-K, Form 4, 10-K or 10-Q with the SEC. Free, no account needed.
Free foreverNo account requiredOne-click unsubscribe
Data as of Nov 8, 2026Source: SEC EDGAR.