Institute for Wealth Management, LLC.

Position in SWK — Stanley Black & Decker, Inc.

CIK 1533954 DENVER, CO

Position in SWK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$151,156

-$49,729 QoQ

Shares Held

1,606

-35.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#560

of 770 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $902,999 across 5 Tools & Accessories names. SWK ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RBC	RBC Bearings INC	783	$504,298
2	TKR	Timken Co	1,131	$164,356
3	SWK	Stanley Black & Decker, Inc. This page	1,606	$151,156
4	SNA	Snap-on Inc	117	$47,080
5	LECO	Lincoln Electric Holdings Inc	136	$36,109

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$151,156	1,606	-35.8%	Shares	Sole	2026-07-28
2024-12-31	$200,885	2,502	0.0%	Shares	Sole	2025-01-23
2024-09-30	$275,545	2,502	0.0%	Shares	Sole	2024-11-12
2024-03-31	$245,020	2,502	-2.7%	Shares	Sole	2024-04-30
2023-12-31	$252,313	2,572	-0.4%	Shares	Sole	2024-01-31
2023-09-30	$215,803	2,582	0.0%	Shares	Sole	2023-10-13
2023-06-30	$241,959	2,582	0.0%	Shares	Sole	2023-07-25
2023-03-31	$208,057	2,582	-20.3%	Shares	Sole	2023-04-20
2022-09-30	$243,755	3,241	0.0%	Shares	Sole	2022-10-18
2022-06-30	$339,851	3,241	0.0%	Shares	Sole	2022-07-25
2022-03-31	$453,059	3,241	0.0%	Shares	Sole	2022-04-29
2021-12-31	$611,317	3,241	-0.1%	Shares	Sole	2022-01-21
2021-09-30	$568,705	3,244	-1.8%	Shares	Sole	2021-11-15
2021-06-30	$676,876	3,302	0.0%	Shares	Sole	2021-07-21
2021-03-31	$659,310	3,302	0.0%	Shares	Sole	2021-05-04
2020-12-31	$589,605	3,302	0.0%	Shares	Sole	2021-02-01
2020-09-30	$535,584	3,302	+0.3%	Shares	Sole	2020-11-03
2020-06-30	$458,978	3,293	-1.4%	Shares	Sole	2020-07-30
2020-03-31	$333,900	3,339	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.