Position in SWK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$94
-$1,966 QoQ
Shares Held
1
-96.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#765
of 766 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Key Financial Inc holds $31,025 across 3 Tools & Accessories names. SWK ranks #3 (0.3% of the industry book) .
All Filings in SWK
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94 | 1 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,060 | 29 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,154 | 29 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,764 | 91 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,165 | 91 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $17,221 | 224 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $17,984 | 224 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $21,585 | 196 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,658 | 196 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $19,194 | 196 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $19,227 | 196 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $16,381 | 196 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $18,367 | 196 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $15,713 | 195 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $14,648 | 195 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $14,665 | 195 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $20,447 | 195 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $27,259 | 195 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $36,780 | 195 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $34,185 | 195 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $86,300 | 421 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $26,556 | 133 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $23,748 | 133 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $13,300 | 133 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||