Position in SWK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,054,852
+$848,014 QoQ
Shares Held
32,457
+4.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#203
of 770 holders
Holding Since
Mar 2020
17 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, 2026Arkadios Wealth Advisors holds $7,126,241 across 4 Tools & Accessories names. SWK ranks #1 (42.9% of the industry book) .
All Filings in SWK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,054,852 | 32,457 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,206,838 | 31,056 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,812,134 | 24,396 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,953,243 | 26,278 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,378,576 | 20,348 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $595,589 | 7,747 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $426,741 | 5,315 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $463,427 | 4,208 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $357,827 | 4,479 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $251,875 | 2,572 | Shares | Sole | 2024-04-30 | |
| 2021-09-30 | $28,575 | 163 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $33,413 | 163 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $30,749 | 154 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $26,605 | 149 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $32,926 | 203 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $14,216 | 102 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,200 | 102 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||