HANTZ FINANCIAL SERVICES, INC. SWGAY — SWATCH GROUP AG ADR

Ownership history in HANTZ FINANCIAL SERVICES, INC.  ·  9 quarters on record

AI Ownership Summary

HANTZ FINANCIAL SERVICES, INC. reported SWATCH GROUP AG ADR (SWGAY) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows SWGAY at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SWGAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HANTZ FINANCIAL SERVICES, INC.'s position in SWATCH GROUP AG ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SWGAY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SWGAY stock page HANTZ FINANCIAL SERVICES, INC. fund profile HANTZ FINANCIAL SERVICES, INC. full holdings
How HANTZ FINANCIAL SERVICES, INC. held SWGAY — position size vs. price
% of Fund (quarterly)    SWGAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 261,227 -9,672 -3.6% 0.04% $3K 2026-08-13 $11.92
2026 Q1 ADDED — — — 270,899 +550 +0.2% 0.05% $3K 2026-05-01 $11.36
2025 Q4 REDUCED — — — 270,349 -5,422 -2.0% 0.04% $2.9M 2026-02-09 $12.29
2025 Q3 REDUCED — — — 275,771 -6,082 -2.2% 0.04% $2.6M 2025-11-05 $9.89
2025 Q2 ADDED — — — 281,853 +51,150 +22.2% 0.04% $2.3M 2025-08-04 $8.54
2025 Q1 ADDED — — — 230,703 +6,693 +3.0% 0.03% $2.0M 2025-05-12 $8.26
2024 Q4 REDUCED 5.4% -5.6% ✅ 224,010 -12,702 -5.4% 0.04% $2.0M 2025-01-23 $8.59
2024 Q3 ADDED — — — 236,712 +70,754 +42.6% 0.04% $2.5M 2024-11-14 $8.61
2024 Q2 INITIATED — — — 165,958 — — 0.03% $1.7M 2024-07-30 $9.67

🏢 Other funds also holding SWGAY

As of 2026 Q2 — sorted by position size

GAMMA Investing LLC 0.0% Salomon & Ludwin, LLC 3Y 7Y 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0%

FAQ About HANTZ FINANCIAL SERVICES, INC. and SWGAY

These are the practical questions this page is built to answer before you even open the full history table.

How long has HANTZ FINANCIAL SERVICES, INC. reported owning SWGAY?

HANTZ FINANCIAL SERVICES, INC. reported SWGAY across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SWGAY position in HANTZ FINANCIAL SERVICES, INC.'s portfolio?

The largest reported portfolio weight for SWGAY was 0.05% in 2026 Q1.

What is the latest reported SWGAY position on this page?

The most recent filing on this page is 2026 Q2, when HANTZ FINANCIAL SERVICES, INC. reported 261,227 shares, equal to 0.04% of portfolio, with an estimated market value of $3K.

What does the chart on this SWGAY ownership page compare?

The chart compares HANTZ FINANCIAL SERVICES, INC.'s quarterly SWGAY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HANTZ FINANCIAL SERVICES, INC. time their SWGAY position?

Based on 13F filing dates vs. subsequent SWGAY price moves, HANTZ FINANCIAL SERVICES, INC. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on SWGAY relative to SPY over the holding period was -8.3%.

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