Position in SWK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,229,582
+$355,830 QoQ
Shares Held
13,064
+6.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#282
of 766 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 54%
Shared 2%
None 45%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Pathstone Holdings, LLC holds $16,311,809 across 6 Tools & Accessories names. SWK ranks #6 (7.5% of the industry book) .
All Filings in SWK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,582 | 13,064 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $873,752 | 12,296 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,011,098 | 13,612 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,045,227 | 14,062 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $804,192 | 11,870 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $924,711 | 12,028 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $939,953 | 11,707 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,411,976 | 12,821 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $979,529 | 12,261 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,385,513 | 14,148 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,214,574 | 12,381 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||