Position in SWK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$796,725
+$264,060 QoQ
Shares Held
8,465
+12.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#339
of 766 holders
Holding Since
Sep 2023
12 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, 2026HB Wealth Management, LLC holds $4,361,471 across 6 Tools & Accessories names. SWK ranks #3 (18.3% of the industry book) .
All Filings in SWK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,725 | 8,465 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $532,665 | 7,496 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $438,846 | 5,908 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $387,630 | 5,215 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $351,758 | 5,192 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $449,748 | 5,850 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $405,544 | 5,051 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $569,151 | 5,168 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $364,697 | 4,565 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $442,153 | 4,515 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $263,987 | 2,691 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $217,057 | 2,597 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||