Position in SWK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,000
+$1,960 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#675
of 766 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $54,035 across 3 Tools & Accessories names. SWK ranks #3 (14.8% of the industry book) .
All Filings in SWK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,000 | 85 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,040 | 85 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,313 | 85 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,318 | 85 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,921 | 235 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $18,066 | 235 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $18,868 | 235 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $25,880 | 235 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $18,774 | 235 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $29,966 | 306 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $30,018 | 306 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $25,575 | 306 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $28,675 | 306 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $24,657 | 306 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $22,986 | 306 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $17,674 | 235 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $29,885 | 285 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $41,937 | 300 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $56,586 | 300 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $56,975 | 325 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $89,990 | 439 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $87,655 | 439 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $78,387 | 439 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $56,770 | 350 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $48,783 | 350 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $40,000 | 400 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||