Position in SWK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$338,737
+$71,054 QoQ
Shares Held
3,599
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#458
of 770 holders
Holding Since
Mar 2026
2 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, 2026VestGen Advisors, LLC holds $831,451 across 3 Tools & Accessories names. SWK ranks #1 (40.7% of the industry book) .
All Filings in SWK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,737 | 3,599 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $267,683 | 3,767 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||