Position in SWK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$308,525
+$150,559 QoQ
Shares Held
3,278
+47.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#474
of 766 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026MATHER GROUP, LLC. holds $1,143,529 across 6 Tools & Accessories names. SWK ranks #1 (27.0% of the industry book) .
All Filings in SWK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,525 | 3,278 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $157,966 | 2,223 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $142,564 | 1,918 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $102,481 | 1,333 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $120,916 | 1,506 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $149,226 | 1,355 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $544,370 | 6,814 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $13,730,569 | 140,208 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $13,804,533 | 140,719 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $11,937,898 | 142,832 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,105,510 | 150,523 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,836,396 | 146,890 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $10,234,423 | 136,241 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $7,578,159 | 100,760 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,808,030 | 83,998 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $9,764,051 | 69,848 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $213,329 | 1,131 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $211,549 | 1,032 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $206,458 | 1,034 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||