Position in SWK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$14,354
-$650 QoQ
Shares Held
202
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Mar 31, 2026GHP Investment Advisors, Inc. holds $32,307,259 across 5 Tools & Accessories names. SWK ranks #5 (0.0% of the industry book) .
All Filings in SWK
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,354 | 202 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,004 | 202 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $15,014 | 202 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,685 | 202 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $15,529 | 202 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,218 | 202 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $22,246 | 202 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,978 | 200 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,586 | 200 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $19,620 | 200 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $85,502 | 1,023 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $137,472 | 1,467 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,934,564 | 24,008 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,000,670 | 26,633 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,238,023 | 29,757 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,131,853 | 29,867 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,192,441 | 29,991 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,507,515 | 29,199 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,433,095 | 19,583 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $406,495 | 1,983 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||