Institutional Ownership of STWI
Institutional investors managing over $100M must disclose their holdings to the SEC each quarter through Form 13F filings. Below are the most recently reported STWI positions in StageWise Strategies Corp., with each institution’s change versus its previous quarterly filing.
Institutions (recent filings)
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Reported Shares
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Reported Value
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Adding vs Reducing
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STWI Stock Institutional Owners
Common-share positions from the latest 13F filings, newest first
| Investor | Shares | Change in Shares | Market Value | Date Reported |
|---|---|---|---|---|
| Scanning latest 13F filings on SEC EDGAR… | ||||
STWI Derivatives Institutional Owners
PUT / CALL option positions on STWI reported in the same filings
| Investor | Type | Underlying Shares | Market Value | Date Reported |
|---|---|---|---|---|
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Source: SEC EDGAR Form 13F filings. Only institutions that filed within the last ~4 months appear here; positions reflect each filer’s most recent quarterly disclosure.