Position in SWK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$579,873
+$366,693 QoQ
Shares Held
6,161
+105.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 766 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $3,511,510 across 5 Tools & Accessories names. SWK ranks #3 (16.5% of the industry book) .
All Filings in SWK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,873 | 6,161 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $213,180 | 3,000 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $223,874 | 2,912 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $299,695 | 3,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,131,811 | 61,400 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $279,451 | 2,665 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $386,099 | 2,762 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $516,252 | 2,737 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $473,687 | 2,702 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $242,913 | 1,185 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $284,729 | 1,426 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||