Total Return Securities Fund

SWZ NYSE CIK: 0000813623

Company Information

Entity Type other
State of Incorporation MD
Business Address ULTIMUS FUND SOLUTIONS, CINCINNATI, OH, 45246
Mailing Address ULTIMUS FUND SOLUTIONS, CINCINNATI, OH, 45246
Phone 631-470-2704
Fiscal Year End 1231
EIN 000000000

Recent SEC Filings

Form Type Date Filed Document
4 Insider stock transaction report March 26, 2026 View on SEC
4 Insider stock transaction report March 19, 2026 View on SEC
4 Insider stock transaction report March 13, 2026 View on SEC
4 Insider stock transaction report March 9, 2026 View on SEC
4 Insider stock transaction report March 9, 2026 View on SEC
SCHEDULE 13G/A Passive ownership amendment March 6, 2026 View on SEC
4 Insider stock transaction report March 5, 2026 View on SEC
4 Insider stock transaction report March 4, 2026 View on SEC
4 Insider stock transaction report March 2, 2026 View on SEC
4 Insider stock transaction report February 25, 2026 View on SEC

Insider Trading

BUY 4 insiders 55 recent transactions
View Full Insider Trading Profile

Investor Resources

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Important Disclaimer

This AI-generated analysis is for informational purposes only and does not constitute financial or investment advice. Always consult with qualified professionals and conduct your own research before making investment decisions.