Position in SWK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,509,746
+$2,837,868 QoQ
Shares Held
122,288
+0.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#96
of 771 holders
Holding Since
Mar 2021
20 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, 2026IEQ CAPITAL, LLC holds $58,597,711 across 5 Tools & Accessories names. SWK ranks #3 (19.6% of the industry book) .
All Filings in SWK
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,509,746 | 122,288 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $8,671,878 | 122,036 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,397,970 | 59,208 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,701,265 | 22,888 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $4,190,959 | 54,513 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,513,100 | 56,210 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $837,979 | 7,609 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $345,923 | 4,330 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $406,507 | 4,151 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $384,650 | 3,921 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $351,119 | 4,201 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $299,403 | 3,195 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $292,424 | 3,629 | Shares | Other | 2023-05-02 | |
| 2022-09-30 | $258,421 | 3,436 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $229,957 | 2,193 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $523,094 | 3,742 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $551,524 | 2,924 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $401,810 | 2,292 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $348,073 | 1,698 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $266,559 | 1,335 | Shares | Other | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||