Position in SWK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$50,354
+$9,424 QoQ
Shares Held
535
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 766 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Spire Wealth Management holds $379,122 across 6 Tools & Accessories names. SWK ranks #3 (13.3% of the industry book) .
All Filings in SWK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,354 | 535 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $40,930 | 576 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $43,008 | 579 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $42,814 | 576 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $38,888 | 574 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $88,258 | 1,148 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $92,333 | 1,150 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $137,442 | 1,248 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $110,088 | 1,378 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $134,555 | 1,374 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $134,887 | 1,375 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $114,755 | 1,373 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $128,288 | 1,369 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $158,742 | 1,970 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $122,896 | 1,636 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $115,071 | 1,530 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $213,809 | 2,039 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $586,279 | 4,194 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,510,657 | 8,009 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,003,649 | 5,725 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,185,662 | 5,784 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,005,086 | 10,042 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||