Position in SWK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$952,212
+$50,035 QoQ
Shares Held
10,117
-20.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#316
of 766 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Ethic Inc. holds $11,222,280 across 6 Tools & Accessories names. SWK ranks #4 (8.5% of the industry book) .
All Filings in SWK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,212 | 10,117 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $902,177 | 12,696 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,116,725 | 15,034 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,098,151 | 14,774 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,957,229 | 28,889 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,161,404 | 28,114 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,644,993 | 32,943 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,401,034 | 30,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,690,535 | 33,678 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,024,274 | 30,882 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,873,349 | 29,290 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,507,400 | 30,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,392,395 | 36,201 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,691,450 | 45,811 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,331,499 | 31,037 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,731,334 | 23,020 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,528,439 | 14,576 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,968,522 | 14,082 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,090,286 | 11,082 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,683,326 | 9,602 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,676,408 | 8,178 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,193,427 | 5,977 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $800,305 | 4,482 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $563,645 | 3,475 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $364,339 | 2,614 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $235,800 | 2,358 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||