Position in SWK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,287,116
+$618,770 QoQ
Shares Held
24,300
+3.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#219
of 766 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Kestra Advisory Services, LLC holds $5,934,479 across 6 Tools & Accessories names. SWK ranks #1 (38.5% 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 | $2,287,116 | 24,300 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,668,346 | 23,478 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,624,280 | 21,867 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,317,573 | 17,726 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $899,381 | 13,275 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $860,056 | 11,187 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $916,911 | 11,420 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,182,245 | 10,735 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $844,996 | 10,577 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $856,691 | 8,748 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $875,150 | 8,921 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $718,955 | 8,602 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $880,124 | 9,392 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,106,846 | 13,736 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,049,651 | 13,973 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,478,252 | 19,655 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,957,421 | 18,667 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $924,011 | 6,610 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,933,543 | 10,251 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,892,822 | 10,797 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,707,566 | 8,330 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,528,873 | 7,657 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,342,771 | 7,520 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $9,732 | 60 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||