Independent Advisor Alliance

Position in SWK — Stanley Black & Decker, Inc.

CIK 1696899 CHARLOTTE, NC

Position in SWK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$675,028

+$167,802 QoQ

Shares Held

7,172

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#362

of 766 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $3,751,393 across 3 Tools & Accessories names. SWK ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	6,406	$2,577,773
2	SWK	Stanley Black & Decker, Inc. This page	7,172	$675,028
3	TKR	Timken Co	3,431	$498,592

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,028	7,172	+0.5%	Shares	Sole	2026-08-12
2026-03-31	$507,226	7,138	-12.3%	Shares	Sole	2026-05-12
2025-12-31	$604,638	8,140	-0.7%	Shares	Sole	2026-02-04
2025-09-30	$609,282	8,197	-4.5%	Shares	Sole	2025-11-04
2025-06-30	$581,362	8,581	+5.4%	Shares	Sole	2025-08-11
2025-03-31	$625,879	8,141	-12.1%	Shares	Sole	2025-05-12
2024-12-31	$743,404	9,259	+11.6%	Shares	Sole	2025-02-07
2024-09-30	$913,638	8,296	-33.2%	Shares	Sole	2024-11-13
2024-06-30	$992,473	12,423	+19.3%	Shares	Sole	2024-08-12
2024-03-31	$1,019,353	10,409	-12.8%	Shares	Sole	2024-05-08
2023-12-31	$1,170,431	11,931	-6.8%	Shares	Sole	2024-02-08
2023-09-30	$1,069,740	12,799	-18.8%	Shares	Sole	2023-10-24
2023-06-30	$1,477,244	15,764	-3.0%	Shares	Sole	2023-07-28
2023-03-31	$1,310,069	16,258	+20.6%	Shares	Sole	2023-05-12
2022-12-31	$1,012,767	13,482	+18.0%	Shares	Sole	2023-02-13
2022-09-30	$859,575	11,429	+31.5%	Shares	Sole	2022-11-04
2022-06-30	$911,023	8,688	+7.0%	Shares	Sole	2022-08-04
2022-03-31	$1,134,815	8,118	+11.1%	Shares	Sole	2022-05-06
2021-12-31	$1,378,057	7,306	+19.4%	Shares	Sole	2022-02-11
2021-09-30	$1,072,546	6,118	+3.6%	Shares	Sole	2021-11-01
2021-06-30	$1,210,875	5,907	+2.9%	Shares	Sole	2021-08-12
2021-03-31	$1,146,505	5,742	-3.9%	Shares	Sole	2021-05-14
2020-12-31	$1,067,253	5,977	-2.0%	Shares	Sole	2021-02-11
2020-09-30	$989,582	6,101	+4.3%	Shares	Sole	2020-11-04
2020-06-30	$815,233	5,849	+12.2%	Shares	Sole	2020-08-06
2020-03-31	$521,400	5,214	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.