Position in SWK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$47,154
+$12,335 QoQ
Shares Held
501
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 766 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $105,225 across 5 Tools & Accessories names. SWK ranks #1 (44.8% 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 | $47,154 | 501 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $34,819 | 490 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $35,134 | 473 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $36,347 | 489 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $34,146 | 504 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $37,671 | 490 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $38,940 | 485 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $52,862 | 480 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $38,107 | 477 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $46,222 | 472 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $45,910 | 468 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $38,781 | 464 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $43,106 | 460 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $36,825 | 457 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $34,480 | 459 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $33,694 | 448 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $46,557 | 444 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $61,647 | 441 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $82,804 | 439 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $76,610 | 437 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $81,176 | 396 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $136,773 | 685 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $121,777 | 682 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $110,296 | 680 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $94,360 | 677 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $67,700 | 677 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||