Position in SWK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$25,788
+$6,318 QoQ
Shares Held
274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#635
of 770 holders
Holding Since
Mar 2020
26 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, 2026JNBA Financial Advisors holds $88,558 across 4 Tools & Accessories names. SWK ranks #2 (29.1% of the industry book) .
All Filings in SWK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,788 | 274 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $19,470 | 274 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $20,352 | 274 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,366 | 274 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $18,563 | 274 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $21,065 | 274 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $21,999 | 274 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $30,175 | 274 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $21,889 | 274 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $26,832 | 274 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $26,879 | 274 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $22,900 | 274 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $22,771 | 243 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $19,580 | 243 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $18,254 | 243 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,276 | 243 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $25,480 | 243 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $38,721 | 277 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $52,247 | 277 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $48,385 | 276 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $56,577 | 276 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $55,108 | 276 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $49,282 | 276 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $39,252 | 242 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $33,729 | 242 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $24,200 | 242 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||