Position in SWK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,413,330
+$520,718 QoQ
Shares Held
25,641
-3.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#213
of 766 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $15,808,720 across 6 Tools & Accessories names. SWK ranks #5 (15.3% of the industry book) .
All Filings in SWK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,413,330 | 25,641 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,892,612 | 26,634 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,237,759 | 30,126 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,727,167 | 36,690 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $396,744 | 5,856 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||